Recruiter at V-Konnect Associates
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Portfolio Manager - Retail Liabilities - Bank (3-12 yrs)
JD :
- Interacting with premier clients/corporates to offer them varied financial services like Portfolio Management, Investment Advisory, Banking Solutions and Insurance.
- Who Manage Super HNI portfolio deeping and enhancing the portfolio also do cross sale of wealth product and generate revenue for the bank.
- Actively tracking client portfolios in terms of risks and returns.
- Identifying and understanding client's financial requirements and thereby engaging in concept selling.
- Smooth delivery of service requirements for maintaining strong customer relationship and retention.
- Continuous operational improvement to meet goals of the business and clients
Location: Mumbai / DElhi/NCR
Neha Garg
Mobile: 91-9897455333
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