To Source and Manage HNI Current Account
Handle TFX and Asset Relationship of client
Handle Investment and Insurance requirements of clients
Ensures high levels of customer service orientation and application of bank policy.
Cross sells bank products to existing set of customers.
Informs customers of new products or product enhancements to further expand the banking relationship.
Plans and conducts special sales initiatives and events for prospective and existing clients.
Coordinates with other group companies to provide seamless access to other products.
Maintains complete relationship record for assigned customer accounts