Elite RM, Platinum Relationship Manager in Branch Banking
Published date: 2024/01/17
- Location: Mumbai, Maharashtra, India
Build strong relationships with HNI clients, understanding their financial goals. • Be the go-to person for client inquiries and concerns. • Analyse clients' financial situations and create personalized investment strategies. • Monitor and manage portfolio performance, making adjustments as needed. • Provide expert financial advice on wealth management, investments, and risk management. • Stay updated on market trends and investment products. • Identify opportunities to offer additional banking and investment products. • Ensure compliance with regulations and internal policies.
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