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 prospects.Role & responsibilities

Preferred candidate profile

📌 Senior Banking Partner Bengaluru
🏢 HEADCOUNTS HR
📍 Bengaluru