- Manage relationships with high net worth individuals (HNIs) to grow current account portfolios through cross-selling of retail liabilities products such as CASA, Trade & Forex, Mutual Funds, Retail Branch Banking, TPP, Elite, Premier, Preferred Banking.
- Identify new business opportunities by acquiring recent clients and expanding existing ones' financial needs.
- Develop and maintain strong relationships with HNI clients to increase wallet share and product penetration.
- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
- Meet sales targets set for the role while ensuring compliance with regulatory requirements.