01Key Responsibilities
Portfolio Management: Build and maintain strong, long-term relationships with existing high-value retail clients to increase customer retention and wallet share. Client Acquisition: Proactively prospect and onboard new individual customers through cold calls, networking, and branch walk-in follow-ups. Product Advisory: Identify customer financial goals and recommend suitable banking solutions (fixed deposits, personal/home loans, credit cards, and bancassurance products). Compliance & Risk: Ensure strict adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and internal regulatory compliance policies. Cross-Functional Collaboration: Partner with branch operations, credit underwriting, and wealth teams to ensure a smooth onboarding and service experience. .
