Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives to the AUM allotted.
Acquiring high value relationships from branches into the private banking group.
Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
To achieve sales targets in terms of income generated across all advisory products
To execute cross sell efforts as per focus of the bank at any given point in time.
To keep one self updated on the financial markets and in advisory products / services in particular.