Relationship Manager - Investment Portfolio

Job Description: Relationship Manager - Investment Portfolio

Client Acquisition and Relationship Management:

- Acquire potential wealth clients including businesses and individual clients (resident and NRI).

- Manage existing client relationships to enhance satisfaction and deepen engagement.

- Implement strategies to increase the size of the liability book and assets under management (AUM).

Revenue Generation and Cross-Selling:

- Generate revenue through effective cross-selling of business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets.

- Identify client needs and propose suitable financial solutions to maximize wallet share.

- Aim to increase product penetration and build exit barriers by offering multiple products per client.

Portfolio Management and Financial Advisory:

- Perform portfolio allocations, periodic reviews, and financial check-ups for clients at defined frequencies.

- Ensure portfolios are aligned with clients' financial goals, risk tolerance, and market conditions.

- Provide personalized financial advice and investment strategies based on client objectives.

Collaboration and Client Engagement:

- Collaborate with product specialists to deliver tailored wealth management and business banking solutions.

- Work closely with Client Experience Managers to ensure superior service delivery and client satisfaction.

- Foster strong client engagement and maintain 360-degree client ownership.

Compliance and Documentation:

- Ensure strict adherence to compliance processes and regulatory guidelines.

- Improve the quality of documentation to reduce rejection rates and streamline operational efficiency.

- Uphold professional standards and ethics in all client interactions and financial transactions.

Performance Metrics and Reporting:

- Meet and exceed defined performance metrics related to revenue targets, client acquisition, and retention.

- Prepare regular reports on portfolio performance, client engagement, and business development activities.

- Continuously monitor market trends, competitor activities, and industry developments to stay informed and proactive.

Professional Development and Team Collaboration:

- Stay updated with industry trends, financial products, and regulatory changes through continuous learning.

- Collaborate effectively with internal teams including product specialists, compliance officers, and support staff.

- Contribute to a positive team environment and share knowledge to enhance overall team performance.

Client Service Excellence:

- Deliver superior client service by understanding and anticipating client needs.

- Resolve client inquiries and issues promptly, ensuring a positive client experience at all touchpoints.

- Maintain high standards of professionalism, integrity, and confidentiality in client interactions