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Private Banking Executive

Published date: 2026/11/09
  • Location: New Delhi, Delhi, India
 To up sell MF products to Retail/HNI Clients as per the assigned
database, generation of fresh leads through reference to shore up the clientele.
 Achieving the business targets assigned in terms of up selling.
enhancing and upgrading the Client Net worth relationships.
 Profiling customers and provide financial products to meet customer needs
 Ensuring the highest levels of service to the client /HNI customers
 Providing Investment planning and advice
 Achieving sales and revenue targets spread across product mix
 One point contact for the assigned customer
 Acquisition & Servicing of HNI/UHNI customers.
 Preference to NISM Certified candidates with experience in managing Retail/HNI
Clients, with in depth knowledge of Mutual Funds.
Company Name: Top Private Bank

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