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- Develop and maintain strong relationships with clients to understand their financial needs and objectives.
- Serve as the primary point of contact for clients, addressing inquiries and providing tailored solutions.
- Collaborate with internal teams to deliver exceptional service and support to clients.
- Analyze client portfolios and recommend appropriate banking products and services to enhance their financial growth.
- Monitor client accounts to ensure compliance with banking regulations and policies.
- Prepare and present financial reports and performance reviews to clients, highlighting key metrics and trends.
- Identify opportunities for cross-selling and upselling banking services to existing clients.
- Conduct regular follow-ups to ensure client satisfaction and retention.
- Stay updated on industry trends and market developments to provide informed advice to clients.
- Participate in networking events and client meetings to expand the client base and enhance the bank's visibility.
