About the role
To strengthen customer relationships and drive portfolio growth through financial advisory, customer due diligence, needs assessment and solution-based recommendations. The role requires independent judgment in evaluating customer requirements, assessing business opportunities and risks, ensuring regulatory compliance, and representing the Bank in interactions with customers and stakeholders while contributing to portfolio performance and business growth.
Responsibilities• Deliver targets and KPIs while upholding service standards
• Ensure adherence to RBI, KYC/AML and internal guidelines
• Maintain accurate documentation and timely reporting
• Collaborate with branches, ops and product teams to resolve issues
Experience: 3 to 7 Years
Qualifications:
Graduation (Any Specialization)