Ultra HNI Cliemt Manager | Retail Branch Banking

n

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A wealth customers.

• Sources new bank customers through external individual efforts and acquisition channel.

• Ensures high levels of customer service orientation and application of bank policy.

• Cross sells bank products to existing set of 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.