Location
Mumbai
Job Type
Full Time, Permanent
Posted
June 04, 2026
Job Description
Roles and Responsibilities
Position Responsibilities
Sources new clients through active referrals from clients in existing portfolio and self-generated leads.
Easily establish relationship with customers and build a rapport.
Manage existing clients and deepen relationships to generate maximum revenue
Critical Analysis of Financial Statements
Ensure KYC compliance
Maintain highest order of honesty, transparency and integrity in all his / her actions
Adheres to all company policies, procedures and business ethics codes
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