Client Relationship Manager | RBB
- Category: Accountant Jobs
- Location: Bangalore, Karnataka
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 21K to 29K
- Published on: 2025/10/03
Client Relationship Management:
• Establish and maintain strong relationships with high-net-worth clients.
• Understand the financial goals, preferences, and risk appetites of clients.
• Provide clients with regular updates and proactive solutions to manage their wealth.
• Financial Product Knowledge:
• Provide expertise in a wide range of financial products and services, including savings accounts, loans, credit cards, investment products (mutual funds, insurance, fixed deposits, etc.), and wealth management services.
• Offer customized solutions to clients based on their needs, ensuring the right mix of products.
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