Responsibilities:
- Business generation on Investment Advisory Services.
- To work with the retail branch banking channels towards lead generation, client acquisition and servicing.
- Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.
- To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.
- To acquire new clients in the targeted HNI segment from outside the Bank consistently.
- To retain and enhance Advisory relationships that is converted.
- To ensure high level of customer satisfaction.
- To execute cross-sell efforts as per focus of the Bank at a given point of time.
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