Cluster Head - Affluent Wealth - BFS

Cluster head - Affluent wealth

Key Roles & Responsibilities -

- Responsible for building and managing credible & lifelong customer relationship at appropriate levels through reliable service delivery

- To Provide a differential customer experience that supports our YF value proposition.

- Execute integrated sales, service and relationship strategies to support growth and retention of business customers.

- To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM

- To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA

- To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks.

- Position our value proposition linking benefits to the customer's key business requirement / issues

- To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools

- To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking

- To maintain continuous customer engagement with all customers and serve as a contact point between customer and Bank. & proactively resolve customer issues/queries

- Build trust and confidence in the Bank's ability to service more complex customer banking needs by providing accurate information that is responsive to customer's need