Portfolio Relationship Manager - Surat, India - TEKPILLAR SERVICES

    TEKPILLAR SERVICES
    TEKPILLAR SERVICES Surat, India

    3 weeks ago

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    Description

    As aPortfolio Relationship Manager you will be entrusted with managingand growing a portfolio of High Net Worthclients.

    Yourprimary focus will be on understanding their financial needsproviding personalized banking solutions and effectively promotingand selling premium bankingproducts.

    Position:Portfolio RelationshipManager

    Department:BranchBanking

    PayRoll: On RollPermanent

    CTC/Budget:5.00 LPA to 12.00 LPA Attractive Incentive OtherBenefits

    Qualification:Any Graduation or PostGraduation

    JobRoles andResponsibilities:

    • Manage andgrow a portfolio of High Net Worth clients within thebranch.
    • Develop a deepunderstanding of clients financial goals andneeds.
    • Provide customizedbanking solutions to meet the unique requirements of HNIclients.
    • Ensure a high levelof client satisfaction through excellent servicedelivery.
    • Promote and sellpremium banking products to clients within theportfolio.
    • Maximize revenuethrough effective crosssellinginitiatives.
    • Cultivate strong andlonglasting relationships with HNIclients.
    • Monitor portfolioperformance metrics and meet assignedtargets.

    CandidatesRequirements:

    • ProvenWork Experience of 3 to 8 Years of Core Retail Liability BankingSales Department/ Investment or Brokingdomain
    • Proven 1 to 4 Yearsexperience in portfolio management and HNI clientservicing.
    • Strong Knowledge ofpremium banking products andservices.
    • Excellentinterpersonal and communicationskills.

    For moreinformation Kindly ContactUs:

    Jaydip P HRTeam

    Phone/WhatsApp:

    PortfolioManagement,Banking,Sales,Cross Selling,Marketing,HNI ClientHandling,HNI,Wealth Management,Cold Calling,ClientRelationship,Business Development