- Manage and grow HNI banking & investment relationships.
- Drive CASA, Investments, Retail Assets, Forex, Cards & Business Banking.
- Acquire new clients and deepen existing relationships.
- Provide financial planning & investment advisory to HNI clients.
- Cross-sell Mutual Funds, Insurance & Investment products.
- Ensure excellent customer service, portfolio management & process compliance.
Preferred Profile:
Candidates with experience in HNI/Affluent Banking, Wealth Management or Relationship Management with solid sales and client-handling skills.