4011 Portfolio Management Jobs - Page 4

Position Overview: Chemill Pharma Ltd. is seeking a highly motivated and strategic Senior Business Development & Portfolio Manager to drive our finished formulations portfolio expansion. This role involves identifying and evaluating new product opportunities, conducting market intelligence and competitive analysis, and supporting business development initiatives to strengthen our global presence. The ideal candidate will work closely with cross-functional teams to ensure strategic product selection, portfolio prioritization, and market entry success. Key Responsibilities: Portfolio & Market Intelligence: Identify, assess, and prioritize new product opportunities through in-depth market research. competitor mapping, and financial modeling. Develop an overall portfolio strategy aligned with market trends and company's vision. Analyze market trends, regulatory landscapes, and sales data from sources such as MIS, EXIM, IMS APIS, IQVIA, and IPD Analytics to guide portfolio decisions. Develop data-driven business cases for new products, ensuring strategic alignment and revenue potential. Review and execute commercial agreements, confidentiality agreements (CDA) & Non disclosure agreements (NDA), vetting potential partner companies. Continuously monitor portfolio performance and identify areas for optimization. Identify and develop new business opportunities to drive company growth. Build and maintain strong client relationships to ensure repeat business and referrals. Manage and mentor a team of business development professionals, providing guidance, training, and Support to achieve their goals. Preparation of monthly reports, internal and external deal data base, and annual expense budgets Keep abreast with key therapy landscape, regulatory changes and market developments in designated region /country Preparation of financial models as and when required Partner management and Networking Continuous monitoring and tracking of existing deals for project milestones, business potential, cost overruns and review of business cases in line with business goals Negotiating technical and commercial deal terms Business Development & Strategy: Manage in- licensing activities to formulate country-specific strategies and business development activities. Assist in deal evaluation, licensing opportunities, and strategic partnerships. lead the expansion into new markets ensuring timely product filings and the company's vision. Travel to various markets for business development, brand promotion, new product launch activities. Conduct feasibility studies for potential markets and provide insights into competitive landscapes and drive growth. Managing the Emerging Markets Portfolio to help the organization monetize its assets in the best possible manner Portfolio analysis for identification of new products ideas. Cross-Functional Collaboration: Work closely with R&D, Regulatory, Finance, and Marketing teams to align portfolio priorities with business goals. Support the development of go-to-market strategies for new product launches. Establish KPIs and performance benchmarks for portfolio success. Support senior management in executing company-wide strategies and initiatives. Contribute to the overall organizational growth and culture by bringing leadership, structure, and innovation. Ensure cross-departmental coordination and communication for smooth business functioning. Preparation of detailed business case and management approvals Supervise and motivate cross-functional teams to achieve goals and deadlines. Conduct regular team meetings, set objectives, and monitor performance. Act as a point of contact for key clients and partners. Maintain a high level of professionalism and integrity in all external and internal communications. Assist in streamlining and improving operational processes across departments. Coordinate with internal teams to ensure project timelines, quality, and deliverables are met. Qualifications & Requirements: Minimum 5 years of experience in pharma business development, portfolio management, or product management (finished formulations). Ensure new product filings within agreed timelines and able to screen opportunities to acquire product dossiers. Able to provide support to regulatory, commercial and tender teams to fulfill obligations Strong analytical skills with expertise in market intelligence tools (IQVIA, EXIM, IMS, IPD Analytics, etc.). Proven ability to evaluate product viability, conduct financial analysis, and develop data-driven strategies. Excellent communication and stakeholder management skills. Strategic thinker with a business growth mindset and the ability to work in a fast-paced environment. Proficiency in portfolio management tools, databases, and financial modeling is a plus.

Role Summary: The role holder is responsible for managing and deepening relationships with existing clients and acquiring new ones. Acting as a single point of contact, the Relationship Manager will enhance customer engagement and drive business growth by offering tailored banking and investment solutions. Key Responsibilities: Relationship Management Manage and grow the banking and investment portfolio from branch/retail customers. Develop and expand customer relationships with service levels exceeding expectations. Identify and nurture potential revenue opportunities within existing and new relationships. Generating Incremental Business Achieve sales targets across liabilities, retail assets, business banking, forex, cards, and investment products. Proactively sell the full range of financial products to new and existing clients. Increase CASA balances through deepening or acquisition. Drive product and channel penetration to enhance customer relationship value. Customer Engagement Ensure consistent engagement with mapped clients to maintain portfolio quality and desired relationship values. Investments Assess financial needs and offer suitable products with transparency. Generate fee-based revenue through mutual funds, insurance, and investment products. Audit & Compliance Adhere to internal policies and regulatory guidelines (RBI/SEBI/AMFI/IRDA etc.) during client acquisition and servicing. Self-Management Set and monitor annual performance goals in alignment with management expectations. Identify skill gaps and actively work on learning and professional development. Stay updated on industry trends and practices relevant to the role. Risk & Compliance Follow all internal risk control policies and processes to mitigate operational, financial, and reputational risks. Support audit processes by maintaining necessary documentation and internal control systems.

Roles and Responsibilities: Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential NRI Relationships of the bank Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with the Bank Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to NRI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process

The Investment Portfolio Counsellor position at IDFC FIRST Bank in Chandigarh, India, is a key role within the Retail Banking > Wealth Management > Sales > Private Banking Group. As a dedicated and knowledgeable professional, you will play a vital role in providing top-notch investment solutions and services to our valued clients. Your expertise in wealth management and deep understanding of the financial market will be instrumental in helping clients achieve their financial goals. Your responsibilities will include offering expert advice and guidance to clients on investment strategies and portfolio management. By conducting a comprehensive analysis of clients" financial objectives, risk tolerance, and investment preferences, you will develop customized investment plans that align with their individual needs. Regularly monitoring and reviewing clients" investment portfolios, you will ensure that their investments remain on track to meet their goals, making necessary adjustments as required. Staying abreast of market trends and economic conditions will be crucial to your role, enabling you to provide informed investment recommendations to clients. Collaboration with internal departments, such as sales and wealth management, will be essential in identifying potential clients and promoting investment products and services. Building and nurturing strong client relationships is a key aspect of this role, ensuring client satisfaction, loyalty, and long-term retention. In addition, maintaining accurate records of client interactions and investment transactions is vital, as is adherence to all regulatory and compliance standards to uphold the bank's integrity and legal obligations. The ideal candidate for this position will hold a post-graduate degree in any field and possess relevant work experience in investment advisory or portfolio management. If you are a driven individual with a passion for wealth management and a commitment to excellence, we invite you to join our team and make a positive impact in the world of finance.,

Role & responsibilities The role holder is responsible for developing and managing relationship with Government clients both central and state PSUs with a clearly defined target of revenue and liability generation Business Development Ensure a strong relationship with existing accounts. Focus on offering financial solutions & cross selling. Build knowledge of all the products being offered to customers. Maintain ongoing contact with operations in order to ensure smooth delivery of transactions. Implement marketing plans Assist the Relationship Management Group in research and analysis on industries/clients/markets prepare credit approval/renewal memorandum, generate risk analysis reports on the client portfolio Assists the Team lead to broaden and deepen relationships with financial intermediaries Supports the Team lead across products groups like resource raising, financial markets, trade finance, cash management, etc Works in close coordination with the various product/business/service groups to ensure quality service delivery

As a member of the Portfolio Management team at Piramal Critical Care in Kurla, Mumbai, you will play a crucial role in identifying, developing, and exploring new market opportunities aligned with critical care products for the US hospital markets. Your primary responsibility will involve developing a pipeline for US hospital markets to effectively manage and maintain a portfolio of critical care products. Reporting directly to the Senior Vice President and Global Head of Business Development and Strategic Alliances, you are expected to leverage your minimum 8 years of experience in the pharmaceutical industry, specifically in portfolio management, marketing, business development, licensing, or strategic analysis capacities. Preference will be given to candidates with experience in injectable, critical care, or other hospital drug products. Your key responsibilities will include identifying and evaluating new product opportunities in the US hospital pharmaceutical market, developing and preparing forecasts, marketing strategies, and launch plans. You will also be required to monitor the progress of potential new critical care products during Phase II and Phase III clinical trials for potential addition to Piramal Critical Care's pipeline. Additionally, managing the portfolio and pipeline in the US hospital pharmaceutical market and contributing to strategic initiatives for licensing and strategic alliances across the market will be critical aspects of your role. To excel in this position, you must possess deep knowledge of the US generic market for hospital drug products. Your excellent communication and presentation skills, combined with a high level of personal credibility, will be essential. Superior analytical skills and a solid strategic understanding of the pharmaceutical industry, particularly in the context of hospital-based drug products, are also required. Being a team player who can work autonomously in a complex, global organization across multiple geographies is vital. You should demonstrate leadership through personal performance and influence across the entire organization. This role is based in Mumbai, India (Kurla), with the flexibility to travel one week per month or approximately two weeks per month in total. Some international travel may be involved.,

You will be working as an Associate Consultant in Pharma & Commercial Due Diligence. It is essential to have industry experience in Commercial Due Diligence/Deal Advisory Consulting for Pharma/Life Sciences on a global scale. The job location can be in Mumbai, Bangalore, Delhi, Noida, or Gurgaon. In this role, you will be part of IQVIA's Financial Institutions Consulting (FIC) team, where you will be advising investors such as private equity, venture capital, hedge funds, etc. on biopharma and life sciences investments. Your responsibilities will include conducting commercial due diligence, asset and target screening, portfolio company growth strategy, and exit/divestment strategy. As an Associate Consultant, your main tasks will involve managing projects related to due diligence (buy- and sell-side), asset/portfolio/company valuation, asset screening, and growth strategy. You will utilize your consulting and transaction advisory experience, along with IQVIA's information and expertise, to address client/business questions effectively. Your role will also require you to diagnose complex strategic issues/diligence questions, structure project approaches, manage project teams, and serve as the primary contact with clients during project delivery. Additionally, you will contribute to the overall capabilities of the FIC team by developing intellectual property, marketing materials, training, recruitment, and supporting business development activities. To qualify for this position, you must have a Master's Degree and 3 to 5 years of relevant experience in consulting, pharmaceutical, and/or healthcare industry. You should have a proven track record in teamwork, leadership, and be willing to travel as needed.,

The job code for this position is MGR1844. You will be designated as a Manager - Merchandising Analyst in the Malabar Head Quarters business vertical. Your primary responsibility will be to provide inputs based on the analysis conducted and implementation of MGD's inventory allocation strategies, merchandise assortment, and other related strategies. You will monitor store category sales and plan tools to design strategies to enhance financial performance for all merchandise. Additionally, you will conduct analysis and provide suggestions for planograms, product life cycles, and inventory allocation strategies in MGD Retail Pan India to facilitate decisions on the choice and presentation of the product. In your role, you will prepare and upload planograms for new stores, renovations, or amendments in coordination with store/region/headquarters. You will also plan inventory up-stocking and assortment mix in MGD retail based on the study conducted on timing and scope of seasonal changes. Conducting demand and sales forecasting on a monthly basis will be crucial, and you will review and analyze data and MIS to suggest rectifications in physical inventory. Collaborating with Senior Management, you will play a key role in developing supply strategies to minimize stockouts while maximizing inventory turnovers. Identifying product life cycles in advance to avoid slow-moving stocks and planning entry and exit strategies will be part of your responsibilities. You will conduct analysis of portfolio management/design bank to ensure design/category presence in alignment with the product policy and norms. Your coordination skills will be vital as you work closely with Product Category Managers in retail chains to audit product categories, analyze sales trends, and position products accurately. Providing guidance on selling patterns and future purchase timing to Regional Merchandisers will help eliminate the risk of product unavailability. You will also analyze the financial performance of merchandisers and recommend suggestions for improvement. In terms of reporting and MIS, you will conduct in-depth sales analysis to identify strengths, weaknesses, threats, and opportunities within the product concept. Using technological tools for merchandise analysis will enhance efficiency and accuracy. You will prepare analytical dashboards, maintain business-related data, and update stakeholders on sales trends and product life cycles in a timely manner. Your role will involve generating and pulling data from relevant software to identify performers and non-performers in product categories, enabling the development of future solutions. Publishing Planogram adherence reports and preparing financial and statistical reports for the merchandising department will also be part of your responsibilities. Monitoring merchandising matrices and developing innovative strategies for analyzing consumer patterns will contribute to key decision-making by the Senior Management. This position falls under the Operations (All Others) functional area and is located in Calicut, Kerala, India. The educational qualification required for this role is a B Tech/BE degree. The ideal candidate should be between 32 to 35 years old with 10 to 12 years of relevant experience. The salary range offered is as per industry standard in Indian Rupees (INR).,

Collection of overdue payments Overall portfolio management and controlling forward flow of accounts Ensuring productivity at lowest cost Effective management of 30 Plus cases to prevent NPAs Responsibilities Collection of overdue payments Overall portfolio management and controlling forward flow of accounts Ensuring productivity at lowest cost Effective management of 30 Plus cases to prevent NPAs Key Performance Indicators OD Management 30 Plus Management NPA Management Technical Skills Knowledge of Collections for Secured/Unsecured business Basic knowledge of Banking Good Knowledge of computer applications Qualification Graduate Desirable Good communication skills Knowledge of practices in mortgage industry. Collections Knowledge for secured/unsecured business.

Collection of overdue payments Overall portfolio management and controlling forward flow of accounts Ensuring productivity at lowest cost Effective management of 30 Plus cases to prevent NPAs Responsibilities Collection of overdue payments Overall portfolio management and controlling forward flow of accounts Ensuring productivity at lowest cost Effective management of 30 Plus cases to prevent NPAs Key Performance Indicators OD Management 30 Plus Management NPA Management Technical Skills Knowledge of Collections for Secured/Unsecured business Basic knowledge of Banking Good Knowledge of computer applications Qualification Graduate Desirable Good communication skills Knowledge of practices in mortgage industry. Collections Knowledge for secured/unsecured business.

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNIclients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios

Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,

Key Responsibilities: Manage Policy & Portfolio for Loan Against Properties (LAP) / Home Loans. Should have prior experience Prime Home Loan OR Prime LAP Formulation & implementation of credit policy framework for Housing Loan product within regulatory guidance & risk appetite of the bank. Tracking portfolio triggers, risk appetite level, NPA/write off trends, quality of static asset pool. Identify good/ bad segments, establish credit monitoring mechanisms to track the performance of the credit portfolio and proactively identify potential areas of concern. Ensuring adherence to credit Policy and guidance/ clarifications on policy parameters to stakeholders. Ensuring process & underwriting efficiencies through tech initiatives/digitalization. Ensure adherence to internal systems, controls & processes to ensure efficiency, risk management, operational risk management and compliance. Peer interaction and stakeholder engagement across locations product innovation through localized & segment specific norms, gather intelligence on competition products and processes and market landscape and utilize the same to enhance the credit policy framework and risk mitigation strategies. Support system changes to improve quality of data and ease of processes. Periodical health councils, management reviews, stakeholder reviews, monthly risk update/risk newsletters, stakeholder reviews.

In this role, you will have the opportunity to develop underwriting strategies for merchant lending based on existing data within the organization's ecosystem and explore alternate data sources. Your responsibilities will include: - Demonstrating functional expertise with hands-on experience in secured lending. - Assessing balance sheets and commercial underwriting. - Early assessment of segment-level loss rates and taking quick action. - Having a detailed understanding of in-house systems and being agile in changing legacy systems when necessary. - Collaborating with teams such as Data Science, Product, Business to establish and monitor underwriting strategies. - Taking portfolio actions based on offus behavior triggers from bureau or alternate data sources. - Monitoring implemented strategies to continuously assess business and risk impact. Your interaction will involve collaborating with teams such as Data Science, Product, Technology, and Business. You should have a hands-on approach to risk segmentation and proactively assess risks in the portfolio to make a positive impact. A curious mind and the ability to evaluate acquisition and portfolio level risks are essential. Some challenges and decisions you will face include constant identification of changes that need to be initiated and assessing their impact on business and risk. Qualifications and Experience: - 4+ years of Risk Analytics or Portfolio Management experience in Financial Services/Secured lending. Skills required for this role include hands-on experience in defining risk strategies, managing portfolios, building risk models and policies, as well as problem-solving and analytical thinking abilities.,

Job Summary: We are looking for dynamic professionals to join our team as Wealth Relationship Managers and Branch Relationship Heads . These roles focus on driving customer engagement, delivering banking and investment solutions, and ensuring overall growth through client relationship management and strategic business development. Key Responsibilities: Acquire and manage relationships with HNI and retail clients. Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.). Conduct regular portfolio reviews and offer financial planning advice tailored to client needs. Lead and mentor branch-based relationship teams to achieve targets. Ensure seamless customer experience and high service standards. Develop and execute strategies to expand the client base through referrals and networking. Ensure adherence to compliance, risk, and regulatory guidelines (KYC, AML, etc.). Maintain MIS and report performance metrics to leadership. Skills Required: In-depth knowledge of retail and wealth banking products. Strong interpersonal and relationship-building skills. Sales-driven with target-oriented mindset. Excellent communication and client-handling abilities. NISM or AMFI certifications preferred for Wealth RM role.

Role & responsibilities Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank Communication/PR of Banks products Undertakes brand communication initiatives for designated products Communicates product positioning messaging that differentiates Bank's products in the market Market Research Illustrates understanding of consumers, competition and current market conditions through primary and secondary research Credit Appraisal Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions Documentation and Compliance

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Role & responsibilities Role- Relationship Management JD - Portfolio Handling Role Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. Ensure compliance with regulatory and internal guidelines. Achieve revenue and product penetration targets.

Job Profile: Relationship Manager Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. Ensure compliance with regulatory and internal guidelines. Achieve revenue and product penetration targets.