01Overview
To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
Liability Product selling, education on product features
Acquire new customers through referrals from existing customers who meet product criteria
Regular interaction with the customer to build rapport to understand and update the profile.
Enhance the Overall value/book size of the portfolio
Maintain the overall quality / hygiene parameters of the portfolio
Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
Joint calls being done along with Supervisor as per defined process
Advisory services to be offered based on the customers requirement.
Attrition control of customers
Achieving MTD and YTD Revenue Targets
Achievement of income plans and other benchmarks within portfolio
RequirementsGraduate preferably Management Graduate.
Minimum Experience 3 years
Good Communication Skills Preferred
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
MIS generation.
Prefer candidates from Banks, Securities, MF & Insurance .
