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Account Manager
*Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements.
*Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc
-Engage with IA/IC/Lending/Wealth/DPM teams to connect them with client for client requirements.
-Be like a back up to the RM and ensure the client has a seamless engagement with WM even if RM is not available .
*Ensure timely completion of internal reporting
*Resolve client queries
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