- Manage and deepen relationships with HNI/UHNI customers.
- Acquire new affluent and high-value customers through referrals and market sourcing.
- Drive growth in CASA, Fixed Deposits, and third-party products.
- Cross-sell Wealth, Insurance, Investment, and Lending products.
- Deliver superior customer service and ensure high customer satisfaction.
- Conduct regular portfolio reviews and identify opportunities for relationship expansion.
- Achieve assigned business, revenue, and customer acquisition targets.
- Ensure compliance with bank policies, KYC, and regulatory guidelines.
Preferred candidate profile
- Graduate/Postgraduate from a recognized university.
- 6-9 years of experience in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
- Solid Sales and customer relationship management.