
Senior Affluent Client Portfolio Manager
3 days ago
This role is pivotal in managing a portfolio of high-net-worth clients, focusing on relationship building and growth.
- Key Responsibilities:
- Achieve individual performance targets with a focus on defined income objectives.
- Meet customer level profitability objectives both individually and as part of a team.
- Achieve AUM growth objectives including minimum 10% growth in AUM for self-base for Relationship Manager (RM) and self & team level for Senior RM.
- Exceed client sign-on objectives as defined by the Business Head including new-to-bank clients.
- Ensure high-quality customer interactions updated in CRM adhere to desk policy of client contact management and personal meetings.
- Strong knowledge of equity and related areas.
- Result-driven with a focus on creating measures of excellence.
- Strategic planning sets clear achievable goals in line with broader objectives of the desk.
- Minimum 2 years' experience in wealth management insurance experience or retail relationship management profile.
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Senior SAP Portfolio Strategist
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Senior Portfolio Manager
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Portfolio Management Specialist
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Senior Portfolio Manager
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Financial Portfolio Manager
2 weeks ago
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Senior Portfolio Strategist
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Portfolio Investment Manager
3 days ago
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Portfolio Fund Manager
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Dindigul, Tamil Nadu, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000Strategic Portfolio Management Trainer RoleThis is a highly specialized position that requires a deep understanding of strategic portfolio management and project portfolio management principles, tools, and practices.As a Strategic Portfolio Management Trainer, you will be responsible for developing, mentoring, and training fresh graduates in portfolio and...
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Senior Cloud Portfolio Leader
2 weeks ago
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