Verified Job
Accounting - Finance
Relationship Manager - Portfolio Handling
Accounting - Finance
#566837
Remote / WFH
Job Description
• Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities.
• Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions.
• Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients.
• Portfolio allocations, reviews & financial check-ups for each client according at defined frequency.
• Ensuring 360° client engagement – “Total Client Ownership”.
• Ensuring adherence to Compliance processes and guidelines.
• Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions.
• Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients.
• Portfolio allocations, reviews & financial check-ups for each client according at defined frequency.
• Ensuring 360° client engagement – “Total Client Ownership”.
• Ensuring adherence to Compliance processes and guidelines.
