Job Description:
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 solid 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.