Job Description

Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

Identify current and potential relationship with additional revenue potential and grow business

Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

Increase CASA balance in allocated portfolio either through Deepening or Acquisition

Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share.

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Desired Candidate Profile

Please refer to the Job description above

Key Skills

Key Skills

. Relationship Management, Financial Planning, Finance, Business Banking, Mutual Funds, Service Sales, Auditing, Investment Advisory, Insurance Processing, HNI Client Handling

Qualification

. Not Mentioned

Additional Qualification

. Relationship Management, Financial Planning, Finance, Business Banking, Mutual Funds, Service Sales, Auditing, Investment Advisory, Insurance Processing, HNI Client Handling

Industry

. Banking/Financial/Insurance Services

Functional Area

. Sales/Business Development

Job Role

. Sales/Business Development-Manager

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