Portfolio Relationship Manager

Job Description:Portfolio Management- Customer to RM mapping, Portfolio Health, Managing Book movement in term of SA and RV, Product Penetration and Product Holding2. Campaign Management- Coordinating with respective Product Teams to ensure relevant campaigns are available in Sales Force CRM3. Incentive structure management - from ideation to execution4. End...

Job Description:About EquirusAbout Equirus WealthEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit us at Equirus Wealth is a holistic Wealth Management platform founded in 2018...

Candidates have to prepare the interview Questions:1.) They have to pitch and show their current company product. 2.) Candidate should be aware of his current incentive structure. 3.) Candidate has to prepare about Equentis and their offering. 4.) Candidates should be aware about the basic calculation. FOR SALARY ABOVE - 8 LPA + 4 LPA variable pay -...

Job Description:- Relationship Management: To grow & maintain high quality, profitable and broad-based relationships with an existing client base. Handle activities ranging from identifying clients financial needs and provide a need-based solution to clients like Payments & Cash Management, Trade Services, Treasury, Investment Banking & Retail Services.- NTB...

Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities: Equity Research & AdvisoryLead the Direct...

Job Title: Relationship Manager / AVPDepartment: Small Enterprises (SE)Experience: 3-4 YearsGrade: Manager to AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover upto 100 Cr...

Relationship Manager-Affluent-Priority-Regional salesAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions...

Role & responsibilitiesWe are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from 100 Cr to 500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial...

Job Title: Product & Programme Manager – Personal LoansLocation: Mumbai , KalinaDepartment: Personal LoansExperience Required :2–3 years in Personal Loan portfolio management ( from Banking or NBFC )Education: MBA/PGDM (Finance or Analytics preferred), CA, or equivalentCandidates from Mumbai can apply no relocation...

Description10000 Description  Business Development  Team Management  Customer Relationship Management  Channel Management for LRD business Responsibilities: Sourcing of New Customers -in MNC/Large Conglomerate segment for Book growth of 500 Crs Maintain relations with existing Large account customers. Ensuring Portfolio Quality is 100% Standard ....