Relationship Manager | Banking Sales

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.

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.

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.