Manage and grow relationships with premium/high-value customers by providing personalized banking and wealth solutions while achieving business and sales targets.
Key Responsibilities
Manage a portfolio of First Wealth customers and build long-term relationships.
Acquire current customers and drive CASA growth.
Cross-sell banking, investment, insurance, credit card and loan products.
Increase Product Holding per Customer through need-based selling.
Understand customer financial needs and provide suitable solutions.
Drive customer engagement, retention and satisfaction.
Promote digital banking and other value-added services.
Achieve assigned business, revenue and acquisition targets.
Ensure KYC, compliance and operational processes are followed.
Coordinate with internal teams for loans, investments and other customer requirements.
Eligibility
Graduate in any discipline.
Experience in banking, wealth management, relationship management or financial services preferred.
Solid communication, sales and customer relationship skills.
Target-oriented with positive knowledge of banking/financial products.
Key KPIs
CASA growth
New customer acquisition
Cross-selling / product penetration
Revenue and business targets
Customer retention & satisfaction
Compliance and operational accuracy