HR recruiter at Tekpillar Services
Views:13 Applications:5 Rec. Actions:Recruiter Actions:3
Portfolio Relationship Manager - Sales - Bank (3-8 yrs)
- Join India's premier bank as an HNI Portfolio Relationship Manager, and be part of a team committed to redefining banking excellence.
Role :
- As a Portfolio Relationship Manager in the Branch Banking team, you'll manage high-value client portfolios, offering tailored solutions for their financial goals.
Responsibilities :
- Cultivate and maintain relationships with high-net-worth clients.
- Identify opportunities for portfolio growth through cross-selling.
- Build and Maintain a relationship with the HNI Clients.
- Stay informed about the market trend, economic and Regulatory changes.
- Provide financial advice and ensure regulatory compliance.
- Foster teamwork and knowledge sharing within the branch banking team.
- Pre and post sales support and services to clients and team.
Desired Candidates Profiles :
- Any Graduation/Post Graduation
Experience : Minimum 3 to 8 Years in Sales department of the Banking, Investment and Broking domain with Portfolio Management experience.
- Excellent communication and presentations Skills
- Expertise of selling Investment Banking products.
Hiral
HR Team
Phone/WhatsApp : +91 78610 78425
