About the opportunity
Job Overview
<p>Relationship Manager will be responsible for building , maintaining and Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and Acquisitions</p> <p>Develop and maintain relationships with clients to ensure their portfolio management needs are met.
Provide advice and guidance to clients on portfolio management strategies.
Monitor and analyze market trends to identify potential opportunities for clients.
Develop and implement portfolio management strategies tailored to each client’s individual needs.
Monitor and review client portfolios to ensure they are meeting their goals.
. Provide regular updates to clients on their portfolio performance.
. Identify and recommend new products and services to clients.
Develop and maintain relationships with internal and external stakeholders.
Ensure compliance with all relevant regulations and policies.
Provide training and support to clients on portfolio management strategies.
Analyze and interpret financial data to identify potential risks and opportunities.
Develop and implement strategies to maximize returns on client investments.</p> <p>Looking for Candidates from Banks or other wealth Management industries having good sales experience of CASA , Liability / TPP Products ,Bancassurance , Portfolio Management , Wealth Management. Candidates should have excellent sales flair and good communication is a must.</p>