Scope of the Role
An Sr Relationship Manager manages high-net-worth individual and business client portfolios. Key duties include revenue generation, cross-selling wealth products, and portfolio growth.
Job Description
Portfolio Growth: Grow liability books and investment Assets Under Management (AUM) through new clients and portfolio deepening.
Revenue & Cross-Selling: Generate revenue by cross-selling wealth and business banking products like trade forex, insurance, investments, and retail assets.
Client Acquisition: Source and onboard high-value resident and non-resident Indian (NRI) individual and business clients.
Portfolio Management: Conduct regular financial check-ups, portfolio allocations, and reviews for assigned high-net-worth clients.
Service & Compliance: Coordinate with client experience teams and product specialists while maintaining strict adherence to internal compliance guidelines and documentation quality
Ideal Candidates
Looking for Candidate with 8 years of portfolio management experience in banking can be considered.