Portfolio Manager Job Vacancies in Rajkot

Job Role:1. Nurture relationships with mapped clients for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.6. Acquisition of new CASA customers.Job Mandates:1. Good communication & interpersonal skills.2. 1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI Industry3. Candidates with lesser notice period will be given preference.4. Age should be below 35 yrs. old.AMDEPUTY MANAGERRMPORTOFIOLO MANAGERRETAIL BRANCH BANKING

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.- Responsible for product penetration and increasing clients wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.