Portfolio Relationship Manager

2 months ago


mumbai, India TEKPILLAR SERVICES Full time

Indias Leading Bank isseeking a highly motivated and experienced Portfolio RelationshipManager to join our dynamic branch banking team.

In this role you will play a pivotalpart in building and managing a strong portfolio of High Net WorthIndividual (HNI) clients driving revenue growth through exceptionalservice and customized financial solutions.

Job Roles andResponsibilities:

  • Develop and maintain strong relationships withassigned HNI clients acting as their trusted financialadvisor.
  • Create and present personalizedwealth management plans encompassing a comprehensive suite ofbanking products investment solutions and wealth creationstrategies.
  • Proactively identify new businessopportunities and crossselling initiatives to deepen clientrelationships and increase wallet share.
  • Manage and monitor client portfolios providing ongoinginvestment advice and ensuring optimal asset allocation.
  • Maintain a deep understanding of financial marketsproduct offerings and regulatory guidelines.
  • Exceed set sales targets for new accounts depositsinvestments and other bank products.
  • Foster acollaborative environment working closely with branch teams andproduct specialists to deliver exceptional clientservice.

Desired CandidatesProfile:

  • Proven track record of success in core retail liabilitybanking sales (510 years).
  • Minimum of 14 yearsof experience in managing HNI client portfolios.
  • Strong understanding of financial products and servicesincluding wealth management investments and insurance.
  • Excellent communication presentation and interpersonalskills with the ability to build strong clientrelationships.
  • Proficiency in financialmodeling portfolio analysis and relevant bankingsoftware

For more information Kindly ContactUs:

Jaydip PHR Team

Phone/WhatsApp:

Banking,PortfolioManagement,Cross Selling,Sales,Branch Banking,BusinessBanking,Client Acquisition,BFSI,NBFC,Investment,LifeInsurance,Bank



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    Indias Leading Bank isseeking a highly motivated and experienced Portfolio RelationshipManager to join our dynamic branch banking team. In this role you will play a pivotalpart in building and managing a strong portfolio of High Net WorthIndividual (HNI) clients driving revenue growth through exceptionalservice and customized financial solutions. Job Roles...


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