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 recent 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