Posted By: I Mates Consultants | Posted on: June 16, 2020
India Alappuzha Kottayam
800000-1100000 RS
4-9

Job Description:

Profile - Relationship Manager | Portfolio Management | A Leading Bank

Scope of the Role - Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment .

Responsibility 

1) Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment .

2) Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. 

3) Identify current and potential relationship with additional revenue potential and grow business.

4) Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships .

5) Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.

Ideal Candidate - Candidate with good experience in Portfolio Management of atleast 4 years.

Skills:
wealth management portfolio management equity investments


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