IDFC First Bank / Lead RM / Gujarat

Job Description: Roles and Responsibilities: Primary Responsibilities: Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enh…

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