01Overview
Roles and Responsibilities
- Acquire and manage relationships with HNI, Affluent, NRI, and Business Banking customers.
- Drive growth in Wealth, Current Account, CASA, and NRI portfolios through customer acquisition and relationship deepening.
- Provide investment advisory across mutual funds, insurance, and other wealth products.
- Identify and execute cross-selling opportunities across banking, wealth, forex, and liability products.
- Generate current business through referrals, networking, and market mapping activities.
- Achieve targets for customer acquisition, portfolio growth, revenue, and product penetration.
- Ensure superior customer service, portfolio management, and regulatory compliance.
- Collaborate with internal teams to deliver seamless banking and wealth solutions. .
