What is the portfolio you are handling?

Question

Accepted Answer

I am currently handling a diverse portfolio consisting of financial products and services.

Managing a team of financial advisors and overseeing their performance
Developing and implementing strategies to increase client acquisition and retention
Providing personalized financial advice and solutions to clients
Monitoring market trends and analyzing investment opportunities
Ensuring compliance with regulatory requirements and company policies

Accepted Answer

Portfolio is the base of business of any finance bank and company so I think that the business executive officers to be active and positive to smart work for bank and finanace and ready to full support of all sales officer at any time in field and office to branch head, so i think after some time company will approach in high performance and all officers achieved theirs target and goal.

Accepted Answer

About 10 cr portfolio I am handling.and team handling in kotak mahindra bank

Accepted Answer

i am working to DHFL housing loan Recovery department

Accepted Answer

About 55 cr portfolio I am handling.

What is the portfolio you are handling?

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