- Manage and maintain client relationships to provide excellent customer service.

- Develop and implement financial plans to meet clients' investment goals.

- Conduct thorough analysis of market trends and economic conditions.

- Collaborate with internal teams to ensure seamless delivery of services.

- Identify new business opportunities and grow existing accounts.

- Stay up-to-date with regulatory changes and industry developments.

Job Requirements

- Strong knowledge of banking products and services, including investments and wealth management.

- Excellent communication and interpersonal skills to build strong relationships.

- Ability to analyze complex financial data and make informed decisions.

- Solid problem-solving skills to resolve client issues promptly.

- Experience working in a fast-paced environment with multiple priorities.

- Proficiency in using technology and software applications to manage client portfolios.

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📌 Private Bank Associate (HS Pass) (Santipur)
🏢 Weblee Technologies
📍 Santipur