Qi Ventures - Branch Relationship Manager

Key Responsibilities:

- Manage and nurture relationships with high-value clients, ensuring client satisfaction and retention. Oversee a portfolio of clients with assets totaling above 100 crores, demonstrating strong financial acumen.

- Collaborate with internal teams to provide comprehensive financial solutions and address client needs effectively. Stay updated on industry trends, market conditions, and regulatory changes to provide informed advice. Proactively identify opportunities for portfolio growth and implement strategies to achieve targets.

- Conduct regular client reviews and financial assessments to ensure alignment with their goals. Maintain compliance with all relevant regulations and internal policies.

- Foster a positive and collaborative team environment, ensuring effective communication within the branch.

- Qualifications: Bachelor's degree/ Post Graduate in Finance, Business, or related field.

- 2 to 3 years of experience in the banking or insurance sector. Proven track record in managing portfolios exceeding 100 crores. Strong understanding of financial products, investment strategies, and risk management. Excellent communication and interpersonal skills. Ability to thrive in a dynamic and target-driven environment.