Monitor and address HNI clients' banking and investment needs
Use financial acumen and investment expertise to review a client's personal data, align a clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long term investment goals
Focus on business development & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness
Achievement of productwise target
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio
Consuct risk profiling of all mapped clients for better advisory on investment needs
Ensuring client contactability at all times and updatation of contacts in all necessary systems
Regular contact with all mapped clients through weekly/monthly calls
Resolution of queries of all mapped clients within TAT spoecified
Ensuring need based proiduct approach towardsn clients and regular reporting of product penetration
Reaching out to all mapped clients on regular basis and cross selling as many products as possible.
Ability to manage relationships to improve relationship value of existing customers
Ability to build and maintain long term relationships deepening relationship and growing revenues
Ability to provide seamless and superior service delivery
Ability to ensure compliance with key regulatory and bank level requirements.