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05/12 Hiral Lathiya
HR recruiter at Tekpillar Services

Views:19 Applications:5 Rec. Actions:Recruiter Actions:3

Portfolio Relationship Manager - Sales - Bank (3-8 yrs)

Ahmedabad/Surat/Vadodara/Baroda Job Code: 302641

- Join India's premier bank as an HNI Portfolio Relationship Manager, and be part of a team committed to redefining banking excellence.

Role :

- As a Portfolio Relationship Manager in the Branch Banking team, you'll manage high-value client portfolios, offering tailored solutions for their financial goals.

Responsibilities :

- Cultivate and maintain relationships with high-net-worth clients.

- Identify opportunities for portfolio growth through cross-selling.

- Build and Maintain a relationship with the HNI Clients.

- Stay informed about the market trend, economic and Regulatory changes.

- Provide financial advice and ensure regulatory compliance.

- Foster teamwork and knowledge sharing within the branch banking team.

- Pre and post sales support and services to clients and team.

Desired Candidates Profiles :

- Any Graduation/Post Graduation

Experience : Minimum 3 to 8 Years in Sales department of the Banking, Investment and Broking domain with Portfolio Management experience.

- Excellent communication and presentations Skills

- Expertise of selling Investment Banking products.

Hiral

HR Team
Phone/WhatsApp : +91 78610 78425

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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