Retail Liablities|HNI Portfolio
Job Description
Roles and Responsibilities
Responsibilities of PreferredRM
• Managing the High Net Worth customers of the Bank
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the High Net Worth customers
• Providing Financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers in the Branch
• Acquisition & Servicing of High Net Worth customers
Responsibilities of PreferredRM
• Managing the High Net Worth customers of the Bank
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the High Net Worth customers
• Providing Financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers in the Branch
• Acquisition & Servicing of High Net Worth customers
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