Key Responsibilities

- Manage and grow a portfolio of affluent retail banking customers by delivering superior relationship management.
- Acquire recent-to-bank (NTB) customers through referrals, networking, and market sourcing.
- Drive growth in CASA, Fixed Deposits, Wealth Management, Insurance, Mutual Funds, and other investment products.
- Identify customer financial needs and provide tailored banking and investment solutions.
- Increase customer engagement through regular portfolio reviews and proactive service.
- Generate revenue by cross-selling and upselling liability, wealth, and third-party products.
- Maintain high levels of customer satisfaction, retention, and relationship deepening.
- Achieve monthly and annual business targets for acquisition, portfolio growth, and fee income.
- Ensure compliance with KYC, AML, and all regulatory guidelines while maintaining operational excellence.
- Collaborate with branch teams and product specialists to maximize business opportunities.Role & responsibilities

Preferred candidate profile

📌 Senior Banking Partner (Bengaluru)
🏢 HEADCOUNTS HR
📍 Bengaluru