Portfolio Relationship Manager

We are looking for a highly motivated Portfolio Relationship Manager in the Branch Banking Department for Indias Leading Bank where RM need to manage a portfolio of HNI Clients and provide a banking products solution.

Job Roles and Responsibilities:

• Build strong relationships with HNI clients understanding their financial goals.
• Be the goto person for client inquiries and concerns.
• Analyse clients financial situations and create personalized investment strategies.
• Monitor and manage portfolio performance making adjustments as needed.
• Provide expert financial advice on wealth management investments and risk management.
• Stay updated on market trends and investment products.
• Identify opportunities to offer additional banking and investment products.
• Ensure compliance with regulations and internal policies.

Desired Candidates Profile:

• Qualification: Any Graduation or Post Graduation
• Experience: 2 to 8 Years in the Core Retail Liability CASA Banking Sales/ Investment Broking
• Proven 1 to 3 years experience as an HNI Relationship Manager in a reputable financial institution.
• Good knowledge of financial markets and wealth management.
• Analytical mind set for sound financial decisions.
• Clientfocused and resultsoriented.

For more information Kindly Contact Us:

Jaydip P HR Team

Phone/WhatsApp:

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