Scope of the Role
- Responsible for building and maintaining relationships with clients.
- Portfolio management of all the clients.
- Acquiring new clients , and deepening the relationship with existing clients.
- Providing excellent customer service and ensuring that clients are satisfied with the services.
- Responsible for monitoring the performance of portfolios and providing advice to clients.
Job Description
- Develop and maintain relationships with clients to ensure their portfolio management needs are met.
- Have to properly understand various financial needs of the clients and do cross sell other financial products of the bank
- Provide advice and guidance to clients on portfolio management strategies.
- Monitor and analyze market trends to identify potential opportunities for clients.
- Develop and implement portfolio management strategies tailored to each client’s individual needs.
- Monitor and review client portfolios to ensure they are meeting their goals.
- Provide regular updates to clients on their portfolio performance.
Ideal Candidates
- Relationship Manager with portfolio management background.
- 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.
- The successful candidate should have a strong understanding of the banking industry and be able to provide excellent customer service.
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