Job Description
Key Responsibility Areas : 6 – 8 Areas
Activities
HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
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
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