Responsibilities
Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross selling, enhancing and
upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing Financial planning & Investment Advise
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex,
Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers
Requirements
Education: Any Graduate/Post Graduate/Professional Degree
Minimum 3 years of work experience in Retail Branch Banking
Knowledge of the Banking Industry and Financial Markets
Good Relationship Management & service focus Skills
Good Communication & Presentation Skills
Interpersonal & Influential Skills.
Should have good knowledge of liability products.
Should have a good knowledge of Third Party Products like Mutual Fund,
Insurance
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