01Overview
JOB DETAILS
1.Individually acquire and nurture relationships of the bank through wealth products.
2.Increasing the liability book and investment AUM portfolio size.
3.Advice clients on their product requirement to maximize their investments.
4.Develop new client relations through references.
5. Maintain and develop client relationships and periodic visit to existing clients.
6. Profiling Customers and provide financial products to meet customer needs.
7. Ensuring the highest levels of service to the High Net Worth customers.
FUNCTIONAL AREA
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