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Indore Job Placement seeks a Client Acquisition & Onboarding professional to source and onboard high-net-worth individuals, retail customers, or corporate/SME clients for financial services offerings.
The role emphasizes needs analysis, advisory, cross-functional collaboration, and strict adherence to compliance and governance, with a focus on retail and wealth relationship management.
acts as the primary link between a financial institution and its clients, managing accounts, driving revenue, and delivering tailored financial solutions
Business / SME Relationship Manager