- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring recent-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
Skills:- Customer Relationship Management (CRM), Banking, Retail banking, Investment banking, HNI, Customer Support, Customer Retention, Customer Success and Bank reconciliation