Portfolio Relationship Manager

Indias Leading Bank is seeking a highly motivated and experienced Portfolio Relationship Manager to join our dynamic branch banking team.

In this role you will play a pivotal part in building and managing a strong portfolio of High Net Worth Individual (HNI) clients driving revenue growth through exceptional service and customized financial solutions.

Job Roles and Responsibilities:

• Develop and maintain strong relationships with assigned HNI clients acting as their trusted financial advisor.
• Create and present personalized wealth management plans encompassing a comprehensive suite of banking products investment solutions and wealth creation strategies.
• Proactively identify new business opportunities and crossselling initiatives to deepen client relationships and increase wallet share.
• Manage and monitor client portfolios providing ongoing investment advice and ensuring optimal asset allocation.
• Maintain a deep understanding of financial markets product offerings and regulatory guidelines.
• Exceed set sales targets for new accounts deposits investments and other bank products.
• Foster a collaborative environment working closely with branch teams and product specialists to deliver exceptional client service.

Desired Candidates Profile:

• Proven track record of success in core retail liability banking sales (510 years).
• Minimum of 14 years of experience in managing HNI client portfolios.
• Strong understanding of financial products and services including wealth management investments and insurance.
• Excellent communication presentation and interpersonal skills with the ability to build strong client relationships.
• Proficiency in financial modeling portfolio analysis and relevant banking software

For more information Kindly Contact Us:

Jaydip P HR Team

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Banking,Portfolio Management,Cross Selling,Sales,Branch Banking,Business Banking,Client Acquisition,BFSI,NBFC,Investment,Life Insurance,Bank