Senior Investment Relationship Manager - Bank
Posted 3 days ago
Posted 3 days ago
4.4
31+ Reviews
Description:
- Develop strong relationships with clients through a consultative approach and customized investment strategies.
- Ensure consistent client engagement and portfolio reviews to strengthen wallet share.
- Understand clients financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions.
- Offer a full suite of banking and investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life/General Insurance.
- Liaise with product and research teams to deliver superior advisory outcomes.
- Achieve acquisition, AUM, and revenue targets across investment and banking products.
- Drive fee-based income through advisory and transaction-led business.
- Maintain a healthy client mix and portfolio diversification.
- Ensure adherence to all internal policies, regulatory, and compliance guidelines.
- Maintain high ethical standards and client confidentiality at all times.
- Complete KYC and due diligence requirements as per bank norms.
- Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery.
- Support cross-functional initiatives for enhancing the private banking franchise.
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