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Vrinda Global
Signature Relationship Manager
Vrinda Global · posted 21 days ago
Kochi, Thiruvananthapuram
About the role
Key Roles
:
Achieve personal and business unit goals by implementing a variety of
Relationship deepening technique and new business acquisition activities
Acquiring and managing Resident and NRI clients
Collaboration with product specialists to ensure engagement of clients
with
superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver
superior
service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client
according at
defined f requency
Ensuring 360° client engagement – “Total Client Ownership”
Ensuring adherence to Compliance processes and guidelines