Senior Client Portfolio Manager

Hiring for a Leading Banking client in Mumbai Region.

The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives.

Responsibilities

• Acquisition of new customers to the Portfolio (NTB)
• Enhancement and deepening of the existing relationship by cross-selling products and services as per the profile and need of the customer.
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
• Cross Selling Third-Party Products, Assets, Cards, etc.
• Ensure certification of documentation required for opening and maintaining customer accounts.
• Error-free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc).

Qualifications

• 4-10 years' of client relations...

Ready to Apply?

Submit your application today and join our talented team at Private Bank.