Relationship Manager
2 weeks ago
Our Well known Banking Client is Hiring for Relationship Manager
Job Title: Relationship Manager
Location: Hyderabad, India
Experience: Minimum 4-8 years
Overview: We are seeking a seasoned Relationship Manager to join our team in Hyderabad. The ideal candidate will have a proven track record of 4-8 years in portfolio management, high net worth individual (HNI) client handling, trade, and forex management. As a Relationship Manager, you will be responsible for nurturing and expanding our client base, providing tailored financial solutions, and ensuring exceptional service delivery.
Key Responsibilities:
Portfolio Management: Oversee the management and growth of client investment portfolios, ensuring alignment with their financial objectives and risk tolerance.
HNI Client Handling: Build and maintain strong relationships with high net worth individuals, understanding their financial needs, and offering personalized wealth management solutions.
Trade and Forex Management: Execute and monitor trade transactions, including equity, derivatives, and forex trades, while adhering to regulatory guidelines and risk management protocols.
Financial Advisory: Provide expert financial advice and recommendations to clients, covering areas such as asset allocation, investment strategies, and wealth preservation.
Client Acquisition: Identify and pursue opportunities to expand the client base through networking, referrals, and proactive outreach efforts.
Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies, and mitigate risks associated with client accounts and transactions.
Performance Tracking: Monitor the performance of client portfolios and investment products, proactively identifying opportunities for optimization and enhancement.
Reporting and Documentation: Prepare accurate and timely reports on client portfolios, transactions, and performance metrics, maintaining comprehensive documentation for audit and regulatory purposes.
Market Research: Stay informed about market trends, economic developments, and industry best practices, leveraging insights to enhance client service and investment strategies.
Team Collaboration: Collaborate effectively with internal teams, including investment analysts, research specialists, and compliance officers, to deliver holistic financial solutions and maximize client satisfaction.
Qualification : Any Graduate
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