Job description
Primary Responsibility:
Relationship Manager- All Banking Product
• Achieve personal and business unit goals by implementing
• Relationship deepening technique and new business acquisition activities
• Acquiring and managing Resident and NRI clients
• Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking Wealth management solutions
• Cross-sell Trade Fx, Wealth, Insurance products to clients
• Portfolio allocations, reviews financial check-ups for each client according at defined frequency
• Ensuring 360° client engagement – “Total Client Ownership”
• Ensuring adherence to Compliance processes and guidelines
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