Job Description
We are looking for a Portfolio Relationship Manager in the Branch Banking Department for India's Leading Bank. Who has a strong expertise in selling investment banking products and hand on experience of portfolio management.
Responsibilities:
• Cultivate and maintain strong relationships with existing clients.
• Initiate contact to understand clients' financial goals and needs
• Offer expert financial advice, including investments, savings, and loan options
• Promote a range of banking products, including accounts, loans, credit cards, and investment opportunities
• Identify cross-selling opportunities to meet clients' comprehensive financial needs
• Conduct regular portfolio reviews and financial health check-ins with clients
• Stay updated on banking industry trends, regulations, and financial market developments
Experience Required:
• Minimum 4 to 8 Years in Banking and Investment Banking domain
• 2 to 3 Years of experience in Portfolio management of HNI Clients.
• Strong expertise and knowledge of all banking products and their Rules and Regulations
Key Skills Required:
• Bachelor's degree in Finance, Business, Economics, or related field
• Strong understanding of banking products, financial markets, and investment strategies
• Excellent communication, interpersonal, and networking skills
For more information – Kindly Contact Us:
Jay P | HR Team
Phone/WhatsApp: ++1 +265+ 00684
Responsibilities:
• Cultivate and maintain strong relationships with existing clients.
• Initiate contact to understand clients' financial goals and needs
• Offer expert financial advice, including investments, savings, and loan options
• Promote a range of banking products, including accounts, loans, credit cards, and investment opportunities
• Identify cross-selling opportunities to meet clients' comprehensive financial needs
• Conduct regular portfolio reviews and financial health check-ins with clients
• Stay updated on banking industry trends, regulations, and financial market developments
Experience Required:
• Minimum 4 to 8 Years in Banking and Investment Banking domain
• 2 to 3 Years of experience in Portfolio management of HNI Clients.
• Strong expertise and knowledge of all banking products and their Rules and Regulations
Key Skills Required:
• Bachelor's degree in Finance, Business, Economics, or related field
• Strong understanding of banking products, financial markets, and investment strategies
• Excellent communication, interpersonal, and networking skills
For more information – Kindly Contact Us:
Jay P | HR Team
Phone/WhatsApp: ++1 +265+ 00684
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Relationship Manager in Banking position is now open for candidates interested in the Bank Jobs sector. This role in Gandhidham offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
