Relationship Manager
Published date: 2026/11/08
- Location: Jaipur, Rajasthan, India
1.Acquisition of new client & Dealing with Existing client.
2.Assesment of Current Portfolio of client
3. Provide & Develop solution & suggest schemes to client based upon there goals & Requirement
4.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
5.Achieve financial goals of the clients through various product line.
6.Update and cross sell products to existing clients and update them about the primary and secondary market trends.
2.Assesment of Current Portfolio of client
3. Provide & Develop solution & suggest schemes to client based upon there goals & Requirement
4.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
5.Achieve financial goals of the clients through various product line.
6.Update and cross sell products to existing clients and update them about the primary and secondary market trends.
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