Scope of the Role
As a Relationship Manager at a leading bank, you will be responsible for managing and developing relationships with premium clients. You will be the go-to person for all their portfolio management needs. You will be the face of the bank, providing exceptional customer service and ensuring that clients are satisfied with their investments. You will be the bridge between the bank and the clients, helping them to make the best decisions for their financial future. With your expertise and enthusiasm, you will be the driving force behind the success of the bank.
Job Description
- Develop and maintain relationships with premium clients to ensure their portfolio management needs are met.
- Provide portfolio management advice and guidance to clients to ensure their investments are in line with their goals.
- Monitor and review client portfolios to ensure they are performing in line with expectations.
- Analyze market trends and make recommendations to clients on portfolio adjustments.
- Develop and implement strategies to maximize returns on client investments.
- Research and identify new investment opportunities for clients.
- Prepare and present portfolio performance reports to clients.
- Keep up to date with changes in the financial markets and regulations.
- Liaise with other departments within the bank to ensure client needs are met.
- Attend client meetings and events to build relationships and promote the bank’s services.
Ideal Candidates
We are looking for a Senior Relationship Manager with a passion for portfolio management to join our team at a leading bank. The ideal candidate should have 4years of portfolio management experience. They should have excellent communication and interpersonal skills. . We want someone who is passionate about their work and can bring a positive energy to the team.Sourcing and Managing HNI Clients for the bank. Cross sell of other financial products like fixed deposits, Forex, Insurance ,Mutual funds