1)Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Equity & Multi (SIP, Mutual Funds, PMS, PE, Bonds, Structured Products , LI )
2) Taking care of retails client
3) Documentation
4) Team Meeting
📌 Relationship Manager (Mangalore)
🏢 Important Business
📍 Mangalore
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