Achieving the Business targets assigned in terms of cross selling, enhancing and
upgrading the High Net worth NRI relationships.
Ensuring the highest levels of service to the high net worth NR customers and ask for the reference of the
new client.
Acquiring, nurturing, growing and strengthening relationship within the HNI segment of customers in order
to meet business objectives.
Profiling customer & providing financial planning & Investment advice of various products in every segments
i.e. Liabilities segment like mutual fund , life insurances , general insurance ,demat account , trading
account and in Forex -forex cards , Inward and outward remittances , NRI pro deposit ; Retails assets as
loans like home loan , car loan , personal loan , gold loan ,education loan , FD and OD , Credit Cards .
Key Account Management: Single Point Of Contact for customer and handled end to end sales support.
Focusing on increasing the Total Relationship Value (TRV) and Assets under Management (AUM) of
customers as per the business objectives.
Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.
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