Portfolio Relationship Manager

Portfolio Relationship Manager-SME-Sales The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from ₹50 to ₹500 crores. This role involves deep relationship management, credit handling, and cross-selling of banking solutions...

Position Overview:We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.Key...

Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/...

Relationship Manager-Affluent-Priority-Regional sales This is a Public document. Relationship Manager-Affluent-Priority-Regional sales JOB DESCRIPTION Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to...

Portfolio Resolutions Manager-Unsecured-ARD Retail-ARD Retail Portfolio Job Role / KRA's Job requires managing central agencies and adding new agencies. Managing independent team from all states. Liaison with central and state teams. Meeting monthly collection targets. Deep bucket collections Job Requirements, Skills, Knowledge...

**** Job Title:** Priority Relationship Manager** Channel:** Banca Channel** Bank Partner:** IDFC Bank** Location:** Delhi** CTC:** Up to ₹5 LPA** Drive Date:** 29th October 2025** Role Overview:**Work closely with IDFC Bank branches to manage and develop life insurance business through bank customers. This is a relationship-based sales role with strong...

Job Description Vasant Kunj, Delhi EC - Relationship Manager Experience : 2 to 7 yrs Skills Required : Job Summary : Generating Trade & Trade Forex revenue & acquisition, deepening and managing of Current Account Portfolios of the Branch. Sourcing Trade, Forex customers & thereby generating fee based income. Handling Trade based queries from the Branch &...

Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales Business Relationship Manager - WC-Working Capital-Sales Job Description To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with...

Company DescriptionCHANAKYA INVESTMENT is a SEBI-registered advisory firm with over 11 years of experience in the Indian stock market. Utilizing one of the country's most advanced 24-screen trading setups and cutting-edge AI technology, we deliver timely, research-backed insights for confident trading and investing. Our dedicated team of over 20 experts...