Posted:10 hours ago|
Platform:
Work from Office
Full Time
Manage a portfolio of high-net-worth customers.
Build and deepen relationships through proactive engagement and financial advisory.
Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products.
Conduct regular reviews with clients to ensure their banking needs are being met.
Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed.
Monitor and control attrition of the portfolio and ensure customer stickiness.
Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.
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