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Branch Relationship Manager- Bank- Delhi

Published date: 2024/01/10
  • Location: New Delhi, Delhi, India
Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI Portfolio Investment Services
• It also includes use of applications actively for designing product suitability matrix, financial planning for the customers
• Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing
• To Enhance Retain customer profitability by capturing larger share of Wallet
• Ensuring compliance with branch SOP and control in sales and service
• Deepen the relationship by Cross selling Banks Products ( Mutual Funds, LI, GI )

This job is provided by Shine.com
Company Name: V-Konnect Associates

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