Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire recent clients and grow existing portfolios.
Develop solid relationships with HNI/NR customers through regular meetings and provide personalized solutions for their financial needs.
Identify prospects for cross-selling of bank's products such as Priority Banking, Platinum, Casa, Current Account, Liabilities, etc. to increase revenue generation.
Minimum 5 years of experience in HNI/UHNI/NRI portfolio handling and aquisition