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Relationship Manager - CASA (Manager)

Published date: 2024/01/10
  • Location: Pune, mahrastra , India
Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
• Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential HNI / UHNI Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
Company Name: Leading Private Bank Pune, Maharashtra

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