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Key Responsibilities:
• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.
• Drive relationship deepening by cross-selling banking and investment products.
• Ensure superior customer experience and timely resolution of queries.
• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).
• Coordinate with internal teams to deliver seamless service and onboarding.
• Maintain compliance and adhere to all audit and regulatory norms.
Desired Skills & Qualifications:
• Candidate should be Amfi and IRDA certified.
• Graduate/Postgraduate with relevant banking experience.
• Strong communication and relationship management skills.
• Good understanding of banking and investment products.
• Prior experience handling premium customer segments preferred.
Key Responsibilities:
• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.
• Drive relationship deepening by cross-selling banking and investment products.
• Ensure superior customer experience and timely resolution of queries.
• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).
• Coordinate with internal teams to deliver seamless service and onboarding.
• Maintain compliance and adhere to all audit and regulatory norms.
Graduate
Most Accounting & Finance Jobs posts in Thane ask for 3–6 years of experience (44% of 16 that say).
From live job posts on CoreHRx, updated 13 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.
The post does not state the pay. As an estimate, comparable posts on CoreHRx advertise ₹5.5L – ₹16L a year (typical for Accounting & Finance Jobs in Maharashtra, 63 posts).
In Thane.
It is a full time job.
Interview preparation · 12 questions
Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.
Questions you may be asked
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