- Manage and develop a portfolio of high-value/wealth customers.
- Drive CASA value build-up and deepen existing customer relationships.
- Acquire current customers and build a strong client portfolio.
- Identify customer requirements and cross-sell relevant banking and wealth products.
- Increase product holding per customer through effective relationship management.
- Manage customer portfolio and ensure superior service delivery.
- Drive revenue through NII & NFI and achieve assigned business targets.
- Build long-term relationships with HNI/affluent customers.
- Promote products such as Mutual Funds, Insurance, FD, Loans, Credit Cards and other investment solutions.
- Ensure regular customer engagement and portfolio reviews.
- Maintain compliance with bank policies and regulatory guidelines.