Leading MNC bank·3 days ago
3 days ago
Investment Portfolio Manager
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About this role
- Acquire new HNI clients for the bank.
- Manage and grow existing client portfolios (AUM/TRV).
- Offer investment advisory on Mutual Funds, Bonds, PMS, Structured Products, and Insurance.
- Cross-sell wealth, liability, lending, and banking products.
- Conduct portfolio reviews and financial planning discussions.
- Increase wallet share and deepen customer relationships.
- Achieve revenue, AUM, investment, and insurance targets.
- Ensure regulatory and compliance adherence.
Company
Leading MNC bank
Coimbatore, India
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