PB - CASA- VIJAYAWADA

0 years

42 - 0 Lacs

vijayawada andhra pradesh

Posted:2 weeks ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Build and maintain relationships with a portfolio of high-net-worth clients.
  • Provide personalized financial advice and solutions, including investment, lending, and wealth management services.
  • Conduct financial needs analysis and develop tailored financial plans.
  • Process banking transactions, such as account openings, loan applications, and fund transfers.
  • Stay up-to-date on financial products, services, and regulations.
  • Meet sales targets and contribute to the overall growth of the bank.
  • Provide excellent customer service and resolve client inquiries.
  • Collaborate with other departments to ensure client satisfaction.

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