Verified Job
Accounting - Finance
Relationship Manager With A Leading Bank
Category Accounting - Finance
Job ID #235815
Job Type Remote / WFH
Job Description
Acquire and advise HNI /UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
• Regularly interact with the customer to build rapport and understand the profile.
• Enhancing customer wallet size.
• Increase liabilities size of relationship
• Know the customer’s business to proactively provide financial solutions.
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