Private Banking Relationship Manager

Published date: 2026/11/08
  • Location: New Delhi, Delhi, India
Role Expectations – · Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. · Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. · Acquire New Clients for the firm and also develop new territories. · Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
Company Name: upGrad Rekrut

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