Handling a group of High Net Worth Clients of the branch.
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
Increase liabilities size of relationship via balances in accounts of existing customers
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-referencing.
Minimum 3 yrs of experience in Wealth, bancassurance/ distribution Channel/ direct sales/ Alternate Channel , will be a preference.