An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Job Description
Key Responsibilities
- Acquire HNI/affluent customers
- Manage existing portfolio
- Drive CASA, FD and relationship value
- Cross-sell Mutual Funds, Life & General Insurance, Cards and other banking products
- Achieve revenue and fee income targets
- Ensure KYC/AML compliance and excellent customer service
Skills
RelationshipPortfolioFDCasaTPPInvestmentAdvisoryDealingAmlAml ComplianceIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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