Scope of the Role
Relationship Manager will be responsible for building , maintaining and Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and Acquisitions.
Job Description
-Develop and maintain relationships with clients to ensure their portfolio management needs are met. -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. - Identify and recommend new products and services to clients. -Develop and maintain relationships with internal and external stakeholders. -Ensure compliance with all relevant regulations and policies. -Provide training and support to clients on portfolio management strategies. -Analyze and interpret financial data to identify potential risks and opportunities. -Develop and implement strategies to maximize returns on client investments.
Ideal Candidates
Looking for Candidates from Banks or other wealth Management industries having good sales experience of CASA , Liability / TPP Products ,Bancassurance , Portfolio Management , Wealth Management , Handling NRI customers.