Job Description

Responsibilities:

• Managing the High Net Worth customers of the Bank
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the High Net Worth customers
• Providing Financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers in the Branch
• Acquisition & Servicing of High Net Worth customers

Requirements:

• Education: Any Graduate/Post Graduate/Professional Degree
• Minimum 3 years of work experience in Retail Branch Banking
• Knowledge of the Banking Industry and Financial Markets
• Good Relationship Management & service focus Skills
• Good Communication & Presentation Skills
• Interpersonal & Influential Skills.
• Should have good knowledge of liability products.
• Should have a good knowledge of Third Party Products like Mutual Fund, Insurance