Role & responsibilities:

Building and maintaining robust relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing personalized banking and financial solutions.
Actively engage in acquiring new customers for CASA accounts.
Offering customized wealth management advice and services including investments, estate planning, and tax planning to meet the financial objectives of clients.
Promoting and cross-selling a range of banking products such as savings accounts, fixed deposits, loans, credit cards, and insurance products to enhance the clients financial portfolio.
Assessing the risk profile of clients and recommending appropriate risk management strategies and products to protect their wealth and asset

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager Royale- Platinum- Punjab (Jalandhar)
🏢 Hiring Street
📍 Jalandhar