Relationship Manager - Financial Services/Financial Institutions Group - Bank

Hiring for a renowned bank

Key Responsibilities:

Financial Institution Relationship Management:

- Cultivate and maintain strong, strategic relationships with financial institutions, including banks, credit unions, investment firms, and other relevant entities.

- Understand the financial objectives, risk appetite, and regulatory considerations of institutional clients to provide customized financial solutions.

Financial Advisory for Institutions:

- Provide expert advice on a range of financial products and services tailored to the needs of financial institutions.

- Collaborate with internal teams to develop innovative solutions that address the unique challenges and opportunities within the financial services sector.

Portfolio Management for Financial Institutions:

- Oversee the management and performance of portfolios for financial institution clients, ensuring alignment with their specific goals and risk tolerance.

- Stay informed about market trends, regulatory changes, and industry developments that may impact financial institutions.

Business Development:

- Identify opportunities for business expansion within the financial services sector and contribute to the growth of the institutional client base.

- Work closely with cross-functional teams, including product development and marketing, to tailor services and address the evolving needs of financial institutions.

Compliance and Risk Management:

- Ensure strict adherence to regulatory requirements and internal policies related to financial institutions.

- Conduct risk assessments and implement measures to mitigate potential risks associated with institutional client portfolios.

Shruthi Acharya
Skillventory