Handling and Acquisition of HNI and Ultra HNI clients for Bank.
Managing Clients entire investment Portfolio.
Relationship Value of each customer must be 25 Lakhs and above
Servicing the clients across the entire basket of products comprising of liability, investment and asset products.
Aim to maximize the wallet share of the client with the bank
High focus on revenue generation
Core delivery is across the parameters of - No of customers, book size/AUM and revenue.
Portfolio Management of HNI customers