Job Description for Senior Relationship Manager: To acquire new clients through leads and family accounts grouping Monitor and address HNI/UHNI clients banking and Investment requirements Use financial acumen and investment expertise to review a client's personal data, align clients need…
Acquire new clients through leads, referrals, family / group accounts, etc. Grow the bank's liability base (e.g., CASA, fixed deposits) by deepening relationships with existing premium customers. Cross sell bank and third party products including investment, insurance, credit cards, loans,…