Portfolio Relationship Manager

Updated: April 21, 2024 11:28 PM GMT

TekPillar®

Mehsana, Gujarat

India's Leading Bank is seeking a talented Portfolio Relationship Manager to join our dynamic branch banking department.

In this key role, you'll manage a portfolio of discerning clients, fostering long-term partnerships and driving strategic growth. You'll leverage your expertise to craft personalized financial solutions and actively acquire new clients, expanding our reach within the high-value segment.

Responsibilities
• Cultivate and manage a portfolio of assigned clients, building trust and exceeding expectations.
• Conduct comprehensive financial assessments to understand client needs, risk tolerance, and financial goals.
• Proactively identify and acquire new clients through targeted market strategies and relationship building.
• Achieve and exceed assigned sales targets for various banking products and services.
• Collaborate with internal specialists (wealth managers, credit analysts) to ensure holistic client service.
• Provide ongoing financial education and market... More Detail