01Key Responsibilities
Portfolio Management: Build and maintain robust, long-term relationships with existing high-value retail clients to increase customer retention and wallet share.
Client Acquisition: Proactively prospect and onboard current 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. .
