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HNI Portfolio Relationship Manager

3.00 to 8.00 Years   Surat   17 Jan, 2024
TEKPILLAR
Job LocationSurat
EducationNot Mentioned
SalaryRs 4.0 - 8 Lakh/Yr
IndustryBanking
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

    We are looking for a highly motivated HNI Portfolio Relationship Manager in the Branch Banking Department for Indias Leading Bank, where RM needs to manage a portfolio of HNI Clients and provide a banking products solution.Job Roles and Responsibilities:
    • Build strong relationships with HNI clients, understanding their financial goals.
    • Be the go-to person for client inquiries and concerns.
    • Analyse clients financial situations and create personalized investment strategies.
    • Monitor and manage portfolio performance, making adjustments as needed.
    • Provide expert financial advice on wealth management, investments, and risk management.
    • Stay updated on market trends and investment products.
    • Identify opportunities to offer additional banking and investment products.
    • Ensure compliance with regulations and internal policies.
    Desired Candidates Profile:
    • Qualification: Any Graduation or Post Graduation
    • Experience: 2 to 8 Years in the Core Retail Liability CASA Banking Sales/ Investment Broking
    • Proven 1 to 3 years of experience as an HNI Relationship Manager in a reputable financial institution.
    • Good knowledge of financial markets and wealth management.
    • Analytical mind set for sound financial decisions.
    • Client-focused and results-oriented.

Keyskills :
financial servicescasacross sellingportfolio managementmarketinginvestmentclient acquisitionsalesbanking

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