Affluent Relationship Manager with a leading Bank (Bhuj)

Affluent Relationship Manager with a leading Bank (Bhuj)

26 Oct
|
Openmind Hr Solutions
|
Bhuj

26 Oct

Openmind Hr Solutions

Bhuj

Key Role &

- Responsibilities

- Portfolio Growth: Expand existing HNI and affluent customer accounts and acquire current high-value clients.

- Wealth &
- Investment Advisory: Pitch and cross-sell financial products including Mutual Funds, Portfolio Management Services (PMS), Life &
- General Insurance, CASA (Current Account Savings Account), and Fixed Deposits.

- Client Profiling: Conduct thorough financial assessments to align investment solutions with client goals.

- Compliance &

- Retention: Ensure strict adherence to KYC/AML regulations while maintaining high customer retention rates

📌 Affluent Relationship Manager with a leading Bank (Bhuj)
🏢 Openmind Hr Solutions
📍 Bhuj

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