Interacting with premier clients/corporates to offer them varied financial services like
Portfolio Management, Investment Advisory, Banking Solutions and Insurance.
· Actively tracking client portfolios in terms of risks and returns.
· Identifying and understanding client’s financial requirements and thereby engaging in concept selling.
· Smooth delivery of service requirements for maintaining strong customer relationship and retention.
· Managing Banking and investment relationship of HNI and exclusive clients.
· Driving revenue business to generate fee income through products like mutual funds,
· insurance, credit cards and other assets products.
· Acquisition of new HNI clients and cross sell bank products to generate revenue.
· Managed and acquired current account relationship, done cross sell of the value added
· products like Trade forex, business loan, OD, CC , doorstep banking and provided other
banking solutions.
