Private banking associate
PuneNuvama Private
...Senior Banker in day-to-day management of assigned UHNI client portfolios. Prepare client meeting materials including portfolio reviews, performance reports, and investment proposals. Coordinate post-meeting follow-ups and ensure timely closure of client requests and action items. Act as a point of contact for routine client [...]
Category Banking, Insurance, Finance & Accountancy / Sector Accounting, Finance and Management Control