.. Acquisitions Transaction Support 4. Private Equity and Venture Capital Transaction Support 5. Equity Research Support 6. Company Valuation 7. Business Plan Preparation 8. Financial Modeling 9. Financial Planning & Analysis 10. Budgeting Support and Forecasting 11. Valuation & Business Modeling 12. Company .. read more
Responsibilities:
- Continuous engagement with HNI customers mapped to portfolio
- Promoting Digital Banking services for a superior customer service experience
- Regular interactions with the customers and pro-actively assessing customer needs
- Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management
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