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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