Relationship Manager - Mutual Funds, Loans, and Insurance Products

Relationship Manager - MLAP Client management : Act as the main point of contact for inquiries, requests, and portfolio updates. Business growth : Identify cross-selling and upselling opportunities for loans, insurance, and investment products. New acquisitions : Source and onboard new high-net-worth or corporate clients. Issue resolution : Handle service complaints and solve customer problems quickly. Risk and compliance : Conduct Know Your Customer (KYC) reviews and assess credit risks. .