AddressJob Purpose:
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income
Roles & Responsibilities:
- Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank.
- Provide a seamless banking experience from a product and interpersonal point of view.
- Achieve organizational objectives of high customer satisfaction scores.
- Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.
- Ensure regulatory compliance.
- High relationship management orientation: ability to forge effective relationships
- Strong focus on service delivery.
- Execution-oriented, i.e. driven to achieve results.
- Managerial & Leadership Responsibilities:
- Team development
- Ensuring the team is adequately staffed
- Target achievement of team members
Education Qualification:
Post-graduation: MBA, PGDM.
Experience: 10+ Years of relevant experience.
