About the opportunity
Job Overview
<p>Relationship Manager will be responsible for building , maintaining and Managing the High Net Worth customers of the Bank , Building good relationship with them and achieving the targets assigned in terms of cross selling and Acquisitions</p> <ol>
<li>Develop and maintain relationships with clients to ensure their portfolio management needs are met.</li>
<li> Provide advice and guidance to clients on portfolio management strategies. </li>
<li> Monitor and analyze market trends to identify potential opportunities for clients.</li>
<li> Develop and implement portfolio management strategies tailored to each client’s individual needs. </li>
<li> Monitor and review client portfolios to ensure they are meeting their goals.</li>
<li>. Provide regular updates to clients on their portfolio performance. </li>
<li>. Identify and recommend new products and services to clients. </li>
<li> Develop and maintain relationships with internal and external stakeholders.</li>
<li> Ensure compliance with all relevant regulations and policies.</li>
<li> Provide training and support to clients on portfolio management strategies.</li>
<li> Analyze and interpret financial data to identify potential risks and opportunities. </li>
<li>Develop and implement strategies to maximize returns on client investments.</li>
</ol> <p><br>Candidates having good experience in handling HNI / Corporate clients Handling for multiple products from Banks, Securities, Insurance other BFSI , Telecom can be considered. The ideal candidate should have excellent communication and interpersonal skills, be highly organized and have a positive attitude. They should be able to work independently and be a team player with a strong understanding of the banking industry and be able to provide excellent customer service.</p>