- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
Requirements
- Graduate 3 5 years of experience
- Post Graduate 2 3 years of experience
- Customer orientation
- High energy and drive
- AMFI / IRDA certified is preferred
Portfolio management of UHNI clients