Portfolio Relationship Manager

Strategy Development: Create and execute tailored investment strategies to meet individual client financial objectives, such as wealth growth or capital preservation. Market Research & Analysis: Conduct in-depth research into market trends, economic data, and specific investment vehicles to identify opportunities and assess risks. Portfolio Construction:...

About The Role  - Needs to have a good knowledge of Local market. Must have experience in that Geography- To understand clients business & provide appropriate products- To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance- To build relationships with key persons in the target segments & build client trust...

Company DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...

Position: Banking Relationship Manager (HL & LAP)Experience: 1 - 4 YearsLocation: Madurai - Simmakkal, Madurai - Pudur, Madurai - Kamarajar Salai, Madurai - KK Nagar, Madurai - Thirunagar, Rajapalayam, Kovilpatti, Melur, Ponnamaravathy, Palani, OddanchatramJob Description:We are looking for a proactive and customer-focused Banking Relationship Manager with...

Responsibilities:* Manage client relationships through regular communication & meetings* Collaborate with investment team on portfolio strategies* Provide financial advice & product recommendationsAnnual bonusHealth insuranceProvident fund

GreetingsManage client portfolios & relationshipsCollaborate with sales team on life insurance productsDevelop new business opportunities through networkingMeet revenue targets through mutual fund salesIf interested apply to this post

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