A premium banking proposition designed to cater for the financial planning, banking and investment needs of the rapid 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 recent clients. Acquire new accounts from group companies family of existing customers. Acquire recent accounts from referrals from existing customers
Develops new 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