HR Executive at Profuse HR Consultancy
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Branch Manager - Wealth Management - Bank (8-12 yrs)
- Manage wealth & retail clients through client visits
- Provide financial investment advisory to the clients and achieve revenue targets
- Advise clients on their product requirement to maximize their investments
- Develop new relations through referencing and other sources
- Cross-sell new and existing products and service with clients
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Monitor and address HNI clients banking and Investment requirements
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