Wealth RM- Affluent Banking

Job Summary:

Prime responsibility would be to penetrate Personal Banking Wallet of existing Business banking relationships. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank.

Detailed Responsibilities:

• To work in synergy with the cross functional teams to generate wallet share across Wealth &
  Liability products
• To cross sell wealth & liability products to the bank's premium asset clients
• Generate new business to achieve defined sales targets
• Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
• Ensure ongoing self-development.
• Manage the key performance indicators at the highest level.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Manage the customer transition with utmost sensitivity.
• Awareness of all the policies and procedures issued in relation to money laundering prevention.
• Ensure compliance with these policies and procedures on an ongoing basis.