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 in similar role
- 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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