Scope of the Role
As a NR Relationship Manager, you will be the go-to person for our clients' portfolio management needs. You will be responsible for building and maintaining relationships with our clients, providing them with the best advice and solutions to meet their financial goals. You will also be responsible for monitoring the performance of their portfolios and providing timely updates. Your role will be key in helping our clients achieve their financial objectives.
Job Description
• Develop and maintain relationships with clients to ensure their satisfaction with the services provided • Analyze client portfolios and recommend appropriate investment strategies • Monitor market trends and provide timely advice to clients • Develop and implement customized investment plans for clients • Research and analyze financial products and services to identify suitable options for clients • Prepare and present financial reports to clients • Provide clients with timely updates on their investments • Assist clients in understanding the risks and rewards associated with their investments • Respond to client inquiries and provide guidance on financial matters • Stay up-to-date on industry trends and regulations
Ideal Candidates
We are looking for an ideal candidate for the role of NR Relationship Manager in Banking and Portfolio Management. The ideal candidate should have excellent communication and interpersonal skills, and be able to build strong relationships with clients. They should also have a good understanding of the banking and portfolio management . Additionally, the ideal candidate should be light-hearted and have a positive attitude. They should be able to work well in a team and have the ability to think on their feet.