Role & responsibilities

Managing the banking and investments relationship with clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

Increase CASA balance in allocated portfolio either through Deepening or Acquisition of Customer,

Proactively and timely identifies potential problem accounts and formulates appropriate risk

Mitigating strategies.

Manage customer migration between segments, sub-segments and the HNI business.

Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.

Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most significant customer segment





Ensure all sales activity is recorded online as per the organizational process (CRM)

Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets

Informs customers about current products or product enhancements to further expand the banking relationship

apture and maximize the business chance through detailed client profiling as per organizational process (CRM) Compliance & Risk Responsibilities Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities Key Responsibility Responsible for ensuring that the Sales targets in no's & values are met as per defined scorecard.

📌 Relationship Manager Jalandhar
🏢 Dream Solution Indore
📍 Jalandhar