Private Wealth Portfolio Role - BFS

- Provide financial solutions to the PCG customers while maintaining high service standards

- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Enrich relationships and garner higher wallet share through customer engagement activities

- Deepen the existing relationships by cross selling the Bank\'s products and services/ third party investment products

- Identify potential customers who can be sold tailored products to enhance product penetration

- Acquire new customers by converting referral leads

- Achieve targets as assigned by the organization on a monthly basis

- Record and track all engagement activities through the CRM system

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank