Senior Client Portfolio Manager

4 days ago

Surat Jaipur Ahmedabad, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000

Job Title: Senior Client Portfolio Manager

About the Role:

We are seeking a seasoned relationship manager to lead our client portfolio management team. The successful candidate will be responsible for driving growth in liabilities and investment business by managing banking and investment relationships of high net worth individuals (HNI).

  • Main Responsibilities:
  • Maintain and grow existing client relationships by delivering exceptional service and sales satisfaction.
  • Identify and capitalize on business opportunities through thorough client profiling and deepening of existing accounts.
  • Achieve sales targets across multiple product categories, including liabilities, retail assets, business banking, forex, cards, and investments.

Key Skills and Qualifications:

To succeed in this role, you will need:

  • A proven track record in client relationship management and portfolio growth.
  • Excellent communication and negotiation skills.
  • The ability to think strategically and identify new business opportunities.
  • Strong knowledge of financial products and services.

Benefits:

This role offers a competitive salary, comprehensive benefits package, and opportunities for career growth and development.

What We Offer:

We offer a dynamic work environment, collaborative culture, and a range of employee benefits, including flexible working arrangements, professional development opportunities, and access to industry-leading tools and technologies.

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