Job Description
"Key responsibilities
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment
AUM CASA portfolio. Work closely with the Head RM to establish synergies with
different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines amp; framework of the
bank
Retention - Ensure top class service delivery to clients to be in line with the best in the
industry. Monitor high net worth accounts closely to ensure that...
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment
AUM CASA portfolio. Work closely with the Head RM to establish synergies with
different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines amp; framework of the
bank
Retention - Ensure top class service delivery to clients to be in line with the best in the
industry. Monitor high net worth accounts closely to ensure that...
💡 Quick Summary
Seeking a career-building opportunity? The Private Banking Advisor | PBRM position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
