Portfolio Relationship Manager
2 weeks ago
Indias Leading Bank isseeking a highly motivated and experienced Portfolio RelationshipManager to join our dynamic branch banking team.
In this role you will play a pivotalpart in building and managing a strong portfolio of High Net WorthIndividual (HNI) clients driving revenue growth through exceptionalservice and customized financial solutions.
Job Roles andResponsibilities:
- Develop and maintain strong relationships withassigned HNI clients acting as their trusted financialadvisor.
- Create and present personalizedwealth management plans encompassing a comprehensive suite ofbanking products investment solutions and wealth creationstrategies.
- Proactively identify new businessopportunities and crossselling initiatives to deepen clientrelationships and increase wallet share.
- Manage and monitor client portfolios providing ongoinginvestment advice and ensuring optimal asset allocation.
- Maintain a deep understanding of financial marketsproduct offerings and regulatory guidelines.
- Exceed set sales targets for new accounts depositsinvestments and other bank products.
- Foster acollaborative environment working closely with branch teams andproduct specialists to deliver exceptional clientservice.
Desired CandidatesProfile:
- Proven track record of success in core retail liabilitybanking sales (510 years).
- Minimum of 14 yearsof experience in managing HNI client portfolios.
- Strong understanding of financial products and servicesincluding wealth management investments and insurance.
- Excellent communication presentation and interpersonalskills with the ability to build strong clientrelationships.
- Proficiency in financialmodeling portfolio analysis and relevant bankingsoftware
For more information Kindly ContactUs:
Jaydip PHR Team
Phone/WhatsApp:
Banking,PortfolioManagement,Cross Selling,Sales,Branch Banking,BusinessBanking,Client Acquisition,BFSI,NBFC,Investment,LifeInsurance,Bank
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Portfolio Relationship Manager
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Mumbai, Maharashtra, India TEKPILLAR SERVICES Full timeIndias Leading Bank isseeking a highly motivated and experienced Portfolio RelationshipManager to join our dynamic branch banking team. In this role you will play a pivotalpart in building and managing a strong portfolio of High Net WorthIndividual (HNI) clients driving revenue growth through exceptionalservice and customized financial solutions. Job...
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mumbai, India TEKPILLAR SERVICES Full timeIndias Leading Bank isseeking a highly motivated and experienced Portfolio RelationshipManager to join our dynamic branch banking team. In this role you will play a pivotalpart in building and managing a strong portfolio of High Net WorthIndividual (HNI) clients driving revenue growth through exceptionalservice and customized financial solutions. Job...
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mumbai, India DBS Bank Full timePartnership Portfolio Manager-(WD55429) Portfolio management role includes following activities for DAand Co-lending Partnerships – Portfolio and pool assessment, designing pool parameters, physical due diligence on the portfolio, NPA monitoring & provisioning, periodic audit & coordination, portfolio monitoring & analytics. Key Accountabilities: ...
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