About the role
This role is instrumental in acquisition of HNI & UHNI clients and building the
relationship with the bank. They have to sell Investment & Insurance & other bank products
to Private Banking clients to generate fee income.
Roles & Responsibilities:
- Nurture and manage end to end customer relationships by fulfilling all their banking
needs through wealth solutions. - Provide a seamless banking experience from a product and interpersonal point of view.
- Achieve organizational objectives of high customer satisfaction scores.
- Acquire customers through natural market, open market activities, references from internal
sources via existing branch and digital networks.
Secondary Responsibilities:
- Ensure regulatory compliance.
- High relationship management orientation; ability to forge effective relationships.
- Strong focus on service delivery.
- Execution-oriented, i.e. driven to achieve results.
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Questions, answered
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