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V Konnect
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Personal Banker / Relationship Manager

Personal Banker / Relationship Manager

3 - 8 years

|

6 - 10 Lacs

kolkata bidhannagar howrah

Posted:3 hours ago| Platform:

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Skills Required

pb sales retail branch banking hni portfolio hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities, investment products, and insurance business.
Identify new sales opportunities through proactive outreach, referrals, and networking within the community.
Develop and maintain a deep understanding of clients' financial goals, risk tolerance, and liquidity needs to provide tailored solutions.
Collaborate with internal teams to resolve client queries and issues promptly while ensuring excellent customer service standards.
Stay updated on market trends, economic indicators, and regulatory changes to offer informed advice to clients.

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