Key Responsibilities: - Build and maintain strong relationships with high-net-worth clients through regular communication and meetings - Understand clients' financial goals and risk appetite and provide them with customized investment solutions - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients - Keep up to date with market trends and changes in investment products and services - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
Role- Acquisition Manager-CASA Company-Leading Bank Role- CASA Sales from Open Market Cross sales of banking products Ensure adherence to selling norms High degree of market awareness and understanding of customer's needs