• Develops new and expands existing High Net worth Customer relationships for liabilities.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Understanding of MF and Insurance an added advantage Customer orientation.