Job Responsibility:

¨ Generate new business to achieve defined sales targets

¨ Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

¨ Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

¨ Ensure ongoing self-development.

¨ Manage the portfolio to de-risk against attrition and achieve stability of book.

¨ Manage the key performance indicators at the highest level.

¨ Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

¨ Achieve the Targets set in terms of product mix.

¨ Achieve “best in class” productivity in order to maximize the efficacy of the sales process.

¨ Achieve the budgeted cross sell targets.

¨ Aggressive Sales call plans to acquire large prospective customers through referrals.

¨ Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

¨ Manage the customer transition with utmost sensitivity.

¨ Awareness of all the policies and procedures issued in relation to money laundering prevention.

¨ Ensure compliance with these policies and procedures on an ongoing basis.

¨ Any suspicious transaction must immediately be reported to the supervising officer.