Job description
Responsibilities ¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts. ¢ Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services…