HR Recruiter at Tekpillar Services Pvt Ltd
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Portfolio Relationship Manager - Sales - Bank (3-6 yrs)
As a Portfolio Relationship Manager in our banking institution, you will play a vital role in fostering and managing strong relationships with our valued clients.
Job Roles and Responsibilities:
- Build and cultivate strong relationships with clients, understanding their financial needs and objectives
- Provide personalized financial advice and guidance based on clients' goals
- Identify and pursue opportunities to expand the client base and increase revenue.
- Prospect and acquire new clients through networking, referrals, and outreach efforts.
- Cross-sell banking products and services to existing clients to enhance their financial portfolios
- Monitor and manage clients' financial portfolios, ensuring alignment with their objectives and risk tolerance
- Work closely with other banking teams, such as credit, operations, and wealth management, to deliver comprehensive financial solutions
Desired Candidates Profile:
Qualification: Any Graduation / Post Graduation
Experience: 3 to 6 Years in Sales and Marketing into Banking Domain only - with HNI Client Portfolio Management.
Excellent communication, interpersonal, and networking skills
Results-oriented with a track record of meeting sales and performance targets
For more information:
Divya P | HR Team
Phone/WhatsApp: +91 72020 76763
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