About the opportunity
Job Overview
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<p><span>Managing the High Net Worth customers of the Bank and achieving the
targets assigned in terms of cross selling and Acquisitions</span></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 service</li></ol> <p><span style="font-size:12pt;font-family:Nunito;color:rgb(34,34,34);">Candidates from Bangalore having
good experience in handling HNI / Corporate clients , selling multiple products
from Banks, Securities, Insurance other
BFSI can be considered.</span></p>