Job Purpose
Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for
Acquiring current Bank's HNW relationships.
To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
(HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention)
Liaising with branch staff to flag eligible customers form HNW portfolio
Acquire recent customers who meet product criteria
Regular interaction with the customer to build rapport to understand and update the profile.