Job Responsibilities of Privy
Relationship Manager:-
ØManaging Ultra HNI
clients with relationship value of
30lacs to 1Cr+.
ØAcquisition of new Privy customer through reference,different
campaign & activities leads.
To achieve SOP income target for all Qtr for
Direct Equity, Mutual Funds, Insurance, Private Equity, Structured
PortfolioManagementServices , IPO Funding, ESOP.
ØEnhancing relationship by top notch servicing and cross-selling the banking products to them.
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