Handling a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services.
Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
Designing Portfolio for investments on the basis of risk profile of customers using various applications.
To Enhance & Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by Cross selling Banks Products.
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📌 Branch Sales Manager Guwahati (India)
🏢 Hiring Street
📍 India
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