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Retail Liablities-HNI Portfolio

Published date: 2026/11/06
  • Location: Vadodara, Gujarat, India
Roles and Responsibilities

Responsibilities of PreferredRM
• Managing the High Net Worth customers of the Bank
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the High Net Worth customers
• Providing Financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers in the Branch
• Acquisition & Servicing of High Net Worth customers
Company Name: Forret India Private Limited

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