Managing the Super High Net Worth customers of the Bank
Providing Financial planning & Investment Advise
Profiling Customers and provide financial products to meet customer needs
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Ensuring the highest levels of service to the High Net Worth customers
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers
Knowledge of the Banking Industry and Financial Markets
Good Relationship Management & service focus Skills
Good Communication & Presentation Skills
Interpersonal & Influential Skills.
Should have good knowledge of liability products.
Should have a good knowledge of Third Party Products like Mutual Fund, Insurance