RESPONSIBILITIES*
Build and deepen Priority Banking customer relationships through effective relationship management
Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives.
To provide the face of the Bank to the highest net worth customers of the Bank.
RELATIONSHIP MANAGEMENT
Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the
Bank and in other places.
Serve as the one-point contact to the High Net Worth customers of the Bank
SALES
Generate recent business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
Achieve the Targets set in terms of product mix
Induction of all new customers brought in by the Branches & Direct Sales team.
Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
Achieve the budgeted cross sell targets.
Aggressive Sales call plans to acquire large prospective customers through referrals.
Ensure coverage of customer base in accordance with the approved contact plans.
Coordinate customer events for the cluster along with the product team
SALES MIS
Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
Maintain and update customer information on WMS
SERVICE
NPS & Customer management
a. Ensure that NPS is at least in second quartile as compared to peers
b. Use the online CMP system diligently and achieve > 75% of their require customer contact each month
RISK MANAGEMENT & COMPLIANCE
Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the
supervising officer.
Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
Read, understand and comply with all provisions of the Group Code of Conduct