Job Overview
Responsible for acquiring and managing HNI and affluent client relationships while driving the bank’s overall business growth. Build strong client relationships and increase wallet share through effective financial solutions and cross-selling.
1) Drive CASA, investments, insurance, loans, and other banking products to achieve revenue targets.
2) Develop a strong client portfolio through referrals, networking, and proactive business development.
3) Ensure excellent customer service while delivering a high-quality, compliant, and client-centric banking experience.
4) Identify new business opportunities through referrals, networking, and market penetration activities.
5) Provide personalized financial and investment solutions based on customer needs and risk profiles.
6) Maintain high customer satisfaction levels by delivering timely service and building long-term relationships.
Candidates with 5+ years of experience in banking, preferably in Relationship Management, Retail Assets, CASA, or Bancassurance roles.Professionals with a proven track record in customer acquisition, cross-selling, and achieving business targets will be preferred. Candidates from Bancassurance with strong sales skills, customer-handling capabilities, and a good market network can also be considered.