Reporting directly to Branch Manager.
Acquisition of HNI clientele for the bank (target the mass affluent) Servicing the clients across the entire basket of products comprising of liability, investment and asset products.
Aim to maximize the wallet share of the client with BANK
High focus on revenue generation
Core delivery is across the parameters of No of customers, book size/AUM and revenue.
Portfolio Management of HNI customers, Acquiring HNIs for Mutual Fund, Insurance and Investment Products to client with Net worth of above 10 lacs.