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Preferred Relationship Manager
1-5 years
Kolkata
1 vacancy
Preferred Relationship Manager
Anand Rathi Global Finance
posted 3mon ago
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Fixed timing
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Job Description
- Build and maintain relationships with preferred banking clients, offering personalized financial services and advice.
- Manage client portfolios, ensuring alignment with their financial goals and risk tolerance.
- Identify opportunities to offer additional banking products and services to clients, enhancing their financial strategies.
- Provide regular updates and market insights to clients, helping them make informed decisions.
- Collaborate with internal teams to ensure a seamless and comprehensive service experience for preferred clients.
Employment Type: Full Time, Permanent
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