- Manage relationships with high net worth individuals (HNIs) and retail customers to increase sales revenue through cross-selling of various products such as CASA , insurance, mutual funds, portfolio management services, and wealth management solutions.
- Identify recent business opportunities by analyzing customer needs and providing tailored financial planning advice to achieve their goals.
- Develop strong relationships with existing clients to retain their loyalty and expand the bank's presence in the market.
- Collaborate with internal teams to resolve client issues promptly and efficiently.
- Meet or exceed monthly targets for sales performance metrics such as number of new accounts opened or total deposits acquired.