About the opportunity
Job Overview
<ul>
<li>Responsible for building and maintaining relationships with clients.</li>
<li>Portfolio management of all the clients. </li>
<li>Acquiring new clients , and deepening the relationship with existing clients.</li>
<li>Providing excellent customer service and ensuring that clients are satisfied with the services. </li>
<li>Responsible for monitoring the performance of portfolios and providing advice to clients.</li>
</ul> <ol>
<li>Develop and maintain relationships with clients to ensure their portfolio management needs are met.</li>
<li>Have to properly understand various financial needs of the clients and do cross sell other financial products of the bank</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>
</ol> <ul>
<li>Relationship Manager with portfolio management background. </li>
<li>Should have excellent communication and interpersonal skills</li>
<li>Be highly organized and have a positive attitude.</li>
<li>They should be able to work independently and be a team player.</li>
<li>The successful candidate should have a strong understanding of the banking industry and be able to provide excellent customer service.</li>
</ul>