Posted:2 weeks ago|
Platform:
Work from Office
Full Time
Key Responsibilities:
Client Acquisition: Identify and onboard new HNI clients through networking and referrals.
Relationship Management: Build and maintain strong relationships with existing clients to ensure satisfaction and retention.
Financial Advisory: Provide tailored financial solutions, including investment advice and banking products suited to HNI needs.
Portfolio Management: Monitor client portfolios and recommend adjustments based on market trends and client goals.
Cross-Selling: Promote various bank products and services to enhance client engagement and increase revenue.
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