Looking for a Priority Banking Relationship Manager - EQUITAS (West Delhi)

Overview :

- Equitas Small Finance Bank is a New Age Bank that gives children, youth, families, and business people across India a new way to bank. In our time as a microfinance company, we silently went about enabling livelihoods and elevating lives. Today, as a small finance bank, we are also going about changing the very way banking is imagined, delivered, and experienced - with TRUST being the key driver. Come along on this fun ride.

Website : http://www.equitasbank.com/

Role : Priority Banking Relationship Manager

Location : Shalimar Bagh, West Delhi, Delhi

Experience : 5+ years

Job Description :

1. Client Relationship Management :

- Build and nurture relationships with priority banking clients, understanding their financial objectives and needs.

- Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests promptly and professionally.

- Regularly review client portfolios to identify opportunities for cross-selling and upselling banking products and services.

2. Financial Advisory :

- Provide personalized financial advice and wealth management solutions to priority banking clients.

- Assess clients' risk tolerance, investment goals, and financial situation to develop customized financial plans.

- Recommend suitable investment products and strategies to help clients achieve their financial objectives.

3. Portfolio Management :

- Monitor and manage the performance of priority banking client portfolios, ensuring they align with the clients' objectives.

- Stay updated on market trends, economic conditions, and investment opportunities to make informed recommendations.

- Conduct regular portfolio reviews and rebalancing to optimize client returns.

4. Sales and Business Development :

- Identify and pursue new business opportunities within the priority banking segment.

- Achieve individual and team sales targets by promoting banking products and services.

- Participate in marketing campaigns and events to attract new priority banking clients.

5. Compliance and Risk Management :

- Ensure strict adherence to regulatory guidelines and internal policies.

- Conduct thorough KYC and due diligence processes for all priority banking clients.

- Mitigate risks associated with priority banking operations.

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