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Portfolio Relationship Manager

5.00 to 10.00 Years   Vadodara   06 Feb, 2024
TEKPILLAR
Job LocationVadodara
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBanking
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

    As a Portfolio Relationship Manager in the Branch Banking Department, your primary responsibility is to oversee and manage a portfolio of High Net Worth Individual (HNI) clients.Position: Portfolio Relationship Manager Branch BankingJob Roles and Duties:
    • Build and maintain strong relationships with assigned HNI clients.
    • Understand and address clients financial needs and preferences.
    • Offer personalized financial advice and keep clients informed about market trends.
    • Monitor and manage the financial portfolios of HNI clients.
    • Proactively adjust portfolios based on performance analysis.
    • Identify opportunities for cross-selling additional banking products.
    • Collaborate with other departments to offer comprehensive financial solutions.
    • Conduct regular meetings to review portfolio performance and discuss financial strategies.
    Desired Candidates Profiles:
    • Qualification: Any Graduation or Post Graduation
    • Experience: Minimum 2 to 9 Years of experience in the Core Retail Liability Banking Sales Department.
    • Strong understanding of financial markets, banking products, and investment strategies.
    • Excellent communication and interpersonal skills.
    • Results-driven with a focus on meeting targets.
    • Familiarity with relevant regulatory requirements.
    For more information Kindly Contact Us:Jaydip P | HR TeamPhone/WhatsApp: 91 92hidden_mobile4

Keyskills :
client relationshipsalesbankingcross sellingcurrent accountbusiness developmentwealth managementirdanism

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