Key Responsibility Areas : 6 – 8 Areas

Activities

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

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  Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfoli
• oAcquire new customers who meet product criteri
• aRegular interaction with the customer to build rapport to understand and update the profile
• .Enhance the Overall value/book size of the portfoli
• oMaintain the overall quality / hygiene parameters of the portfoli
• oCross selling products of the bank based on the customer nee
• dJoint calls being done along with Supervisor as per defined proces
• sAdvisory services to be offered based on the requirement in coordination with PBG
• .Attrition control of customer
• sAchieving MTD and YTD Revenue Target

• s
  Ope...