A premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers to give them a holistic and convenient financial services experience.
This role is notch above the branch head roles in many banks.
key responsibilities:
- This is an individual contributor role
- Relationship Building Deepening Cross Sell
- Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
- Informs customers of new products or product enhancements to expand the banking relationship further.
- Ensure all business happens strictly within the compliance guidelines & framework of the bank
- Retention
- Ensure top class service delivery to clients to be in line with the best in the industry.
- Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
- Work towards reactivating accounts which have stopped transacting or depleted in balances.
- Assist in resolving service hurdles to create a delight situation for customers.
- Acquisition
- Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies family of existing customers. Acquire new accounts from referrals from existing customers
- Develops recent and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customer
- Role:
- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the clientIdentify opportunities and match these opportunities to products/solutions provided by the bank.
- Generate busin