Shine.com
Website:
shine.com
Job details:
Company Name- Leading Bank
Location- Nashik, Nagur, Pune
- Build and maintain relationships with high net-worth clients for priority banking services
- Understand client profiles to identify suitable financial solutions offered by the organization
- Support growth of client portfolio through a range of financial products including investments and banking services
- Acquire new clients and expand the existing customer base through structured planning
- Conduct periodic portfolio reviews and share relevant investment insights based on client needs
- Stay connected with clients through regular interactions to ensure engagement and continuity
- Address client queries and provide timely resolutions as per defined service standards
- Maintain high levels of customer experience and ensure compliance with internal guidelines
- Inform clients about new offerings and updates to enhance their overall banking relationship
- Plan and participate in client engagement initiatives and events
- Maintain accurate records and updates for all assigned client relationships
- Follow all applicable regulatory and organizational processes
This job is provided by Shine.com
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