- Acquire new clients through cross-selling and upselling of banking products such as fixed deposits, insurance, mutual funds, private banking, priority banking, portfolio management services.
- Develop strong relationships with existing clients to increase wallet share and product penetration.
- Identify opportunities for growth by analyzing customer needs and preferences.
- Meet or exceed monthly targets set by the organization.
Job Requirements :
- 0-10 years of experience in retail banking or related field (preferably in HNI client handling).
- Solid understanding of various banking products including demat accounts, third-party products etc. .
- Excellent communication skills with ability to build rapport with high net worth individuals (HNIs) .