About the Role
Responsibilities
¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships with
our valued Preferred customers, individuals with significant financial assets and a minimum average monthly
balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.
¢ Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk
management plans. Proactively offer new products and services that align with their needs and contribute to
their financial growth.
¢ Review and access the client’s portfolio, to align basis market condition and client objective.
¢ Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.
¢ Generate leads through Catchment Working, Referrals and Working on the internal databases.
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