
PB - CASA- VIJAYAWADA
India
- Build and maintain relationships with a portfolio of high-net-worth clients.
- Provide personalized financial advice and solutions, including investment, lending, and wealth management services.
- Conduct financial needs analysis and develop tailored financial plans.
- Process banking transactions, such as account openings, loan applications, and fund transfers.
- Stay up-to-date on financial products, services, and regulations.
- Meet sales targets and contribute to the overall growth of the bank.
- Provide excellent customer service and resolve client inquiries.
- Collaborate with other departments to ensure client satisfaction.
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