Job Description

- 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