Job Description

Looking for a Priority Banking Relationship Manager - EQUITAS (West Delhi)Overview : - Equitas Small Finance Bank is a New Age Bank that gives children, youth, families, and business people across India a new way to bank. In our time as a microfinance company, we silently went about enabling livelihoods and elevating lives. Today, as a small finance bank, we are also going about changing the very way banking is imagined, delivered, and experienced - with TRUST being the key driver. Come along on this fun ride.Website : http://www.equitasbank.com/Role : Priority Banking Relationship ManagerLocation : Shalimar Bagh, West Delhi, DelhiExperience : 5+ years :1. Client Relationship Management :- Build and nurture relationships with priority banking clients, understanding their financial objectives and needs.- Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests promptly and professionally.- Regularly review client portfolios to identify opportunities for cross-selling and upselling banking products and services.2. Financial Advisory :- Provide personalized financial advice and wealth management solutions to priority banking clients.- Assess clients\' risk tolerance, investment goals, and financial situation to develop customized financial plans.- Recommend suitable investment products and strategies to help clients achieve their financial objectives.3. Portfolio Management :- Monitor and manage the performance of priority banking client portfolios, ensuring they align with the clients\' objectives.- Stay updated on market trends, economic conditions, and investment opportunities to make informed recommendations.- Conduct regular portfolio reviews and rebalancing to optimize client returns.4. Sales and Business Development :- Identify and pursue new business opportunities within the priority banking segment.- Achieve individual and team sales targets by promoting banking products and services.- Participate in marketing campaigns and events to attract new priority banking clients.5. Compliance and Risk Management :- Ensure strict adherence to regulatory guidelines and internal policies.- Conduct thorough KYC and due diligence processes for all priority banking clients.- Mitigate risks associated with priority banking operations. (ref:updazz.com)

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