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09/12 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:14 Applications:7 Rec. Actions:Recruiter Actions:6

Investment Relationship Manager - Bank (2-5 yrs)

Pune Job Code: 303339

Responsibilities:

- Cultivate and manage relationships with HNW individuals, corporate clients, and institutions.

- Provide personalized financial advice and solutions.

- Act as the primary point of contact for clients, ensuring a positive experience.

- Manage investment portfolios, optimize returns, and rebalance as needed.

- Identify and pursue new business opportunities through networking.

- Ensure compliance with regulations and internal policies.

- Monitor and analyze portfolio performance, providing regular updates.

Qualifications:

- Bachelor's degree in Finance or related field.

- Proven experience in finance sector relationship management.

- Strong knowledge of financial markets and products.

- Excellent communication and interpersonal skills.

Benefits:

- Competitive salary and bonuses.

- Comprehensive health benefits.

- Professional development opportunities.

- Exciting career advancement prospects.

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