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> <ol>
<li>Develop and maintain relationships with high net worth clients to ensure their portfolio management needs are met.</li>
<li> Provide portfolio management advice and guidance to clients to ensure their investments are in line with their goals. </li>
<li> Monitor and review client portfolios to ensure they are performing in line with expectations. </li>
<li> Analyze market trends and make recommendations to clients on portfolio adjustments.</li>
<li> Develop and implement strategies to maximize returns on client investments. </li>
<li> Research and identify new investment opportunities for clients. </li>
<li> Prepare and present portfolio performance reports to clients. </li>
<li> Keep up to date with changes in the financial markets and regulations.</li>
<li>Liaise with other departments within the bank to ensure client needs are met. </li>
<li> Provide training and support to junior staff members. </li>
<li> Attend client meetings and events to build relationships and promote the bank’s services.</li>
</ol> <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 , Handling NRI customers.</p>