• Acquiring and managing business (HNI and ultra HNI).
• Increasing the investment AUM portfolio size.
• Ensuring adherence to compliance processes and guidelines.
• Advice clients on their product requirement to maximize their investments.
• Develop new client relations through references.
• Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund).
• Maintain and develop client relationships and periodic visit to existing clients.
• Manage and track the leads and maintain DSR on regular basis.
• Profiling Customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to the High Net Worth customers.
• Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.
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