Relationship Manager - Bank

Relationship Manager

Position Name - Relationship Manager

Location - Indore/Jabalpur/Goa/Nagpur

Experience Range - 5 - 10 yrs

Mandatory Requirement:

- Extensive experience in building and maintaining relationships with HNI / UHNI clients.

- Must have the exposure to maintain some Alternative Investment Funds (AIF)

- Must have hands-on experience in Portfolio Management Services (PMS)

Job Roles and Responsibilities:

- Develop and maintain relationships with existing and prospective clients.

- Achieve sales target by cross-selling & upselling the prospective streams for revenue growth.

- Provide investment advice and portfolio management services

- Monitor market conditions and make recommendations to clients

- Research new investment opportunities

- Administer client accounts.

- Stay up to date on the latest financial news and trends.

Qualification and Experience:

- Bachelor's/PG degree in finance, business, or a related field

- 5+ years of experience in the financial services industry

- Strong understanding of the financial markets

- Excellent communication and interpersonal skills

- Ability to work independently and as part of a team.

- Proficiency in Microsoft Office Suit.

Other Details:

- Hybrid Work Culture

- Lucrative Incentive Plans

- Client base from Bank Channel