1. Nurture
relationships with mapped clients for investment needs; maintain regular
interactions to assess their needs.
2. Responsible
for generation of revenues through sales of liabilities and Third Party
Products.
4. Develop new
and expands existing High Net worth Customer relationships.
5. Cross sales
existing bank products.
6. Inform
customers of new products or product enhancements to further expand the banking
relationship.
7. Plan and
conduct special sales initiatives and events for prospective and existing
clients.
8. Coordinate
with other group companies to provide seamless access to other products.
9. Track
customer complaints/queries and turnaround times for customer satisfaction.
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