Relationship Manager - Portfolio Management

Engage and onboard high net worth clients and institutions to drive investment in the stock market.

Collaborate with Head of Portfolio and research team in driving sales targets.

Maintain liaison with the clients and help the portfolio team to acquire new clients.

Manage clients’ portfolio and disburse margin loan to the clients.

Execute trade as per customer instructions.

Ensure delivering customized clientele service to keep them satisfied.

Develop marketing scheme for the growth of client base.

Any other responsibilities as assigned by the management.