Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard
Primary Responsibilities:
- 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring recent-to-bank (NTB) customers.
- 3. Drive overall growth in liabilities and investment products within the HNI segment.
- 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- 5. Develop and expand customer relationships for both liability and retail asset products.
- 6. Inform clients about new products and enhancements to deepen and broaden banking relationships.
- 7. Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- 8.
Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- 1. Deliver a superior service experience that exceeds the expectations clients.
- 2. Proactively identify potential problem accounts and implement risk-mitigating strategies.
- 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- 5. Accurately and consistently record all sales and client engagement activities in the CRM system.
- 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management..
- 7. Foster long-term client relationships through trust, transparency, and proactive engagement.