Scope of the Role
As a Relationship Manager for Portfolio Management at a small finance bank, you will be responsible for building and maintaining relationships with our clients. You will be the go-to person for all their financial needs, providing them with tailored advice and solutions. You will also be responsible for managing their portfolios, ensuring that their investments are performing optimally. With your expertise and enthusiasm, you will be the driving force behind our clients' financial success.
Job Description
- Building and maintaining strong relationships with prospective and existing clients.
- Researching and pursuing new business opportunities.
- Identifying clients' needs and requirements and proposing suitable solutions.
- Providing clients with comprehensive product/service consultations and guiding their decision-making process.
- Upselling and cross-selling products/services to clients.
- Resolving complaints and issues efficiently and in a timely manner.
Ideal Candidates
The ideal candidate should be a team player with excellent communication and interpersonal skills. They should be able to build strong relationships with clients and have a good understanding of the financial markets. They should also be light-hearted and have a positive attitude. The successful candidate should be able to work independently and preferring candidates with minimum 3 years experince in banking.