The primary objective is over achievement of individual target on acquisition of Personal banking clientele.
Increase acquisition of Target clientele across in Personal Banking segments.
Acquiring Personal Banking clients with minimum relationship of 1-5 lac value.
Offer Private Banking / wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives
Managing relationships of super HNI clients, retaining & enhancing advisory relationshion
Acquisition of new clients & consistently build own book of HNI/UHNI clients and AUMs.
Manage client portfolio and deliver client delight through constant engagement with existing clientele
Periodically Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition
Acquire new accounts from group companies / family of existing customers
Acquire new accounts from referrals from existing customers
Relationship Building / Deepening / Cross Sell / Transition
Ensure consistent growth of the Advantage Banking portfolio
Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book
Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets
Implement customer contact programs to ensure his share of wallet with the bank increases
Ensure smooth transition of customer management to the respective RM post acquisition
Ensure top class service delivery to clients to be in line with the best in the industry
Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances
Work towards reactivating accounts which have stopped transacting or depleted in balances
Assist in resolving service hurdles to create a delight situation for customers