About the opportunity
Job Overview
<p>An Sr Relationship Manager manages high-net-worth individual and business client portfolios. Key duties include revenue generation, cross-selling wealth products, and portfolio growth.</p> <p>Portfolio Growth: Grow liability books and investment Assets Under Management (AUM) through new clients and portfolio deepening. </p>
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Revenue & Cross-Selling: Generate revenue by cross-selling wealth and business banking products like trade forex, insurance, investments, and retail assets. </p>
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Client Acquisition: Source and onboard high-value resident and non-resident Indian (NRI) individual and business clients. </p>
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Portfolio Management: Conduct regular financial check-ups, portfolio allocations, and reviews for assigned high-net-worth clients. </p>
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Service & Compliance: Coordinate with client experience teams and product specialists while maintaining strict adherence to internal compliance guidelines and documentation quality</p> <p>Looking for Candidate with 8 years of portfolio management experience in banking can be considered.</p>