Develops new and expands existing High Net worth Customer relationships for savings accounts, Business Banking assets & Investments.
Focus on acquisition of new clients for current account proposition of Bank through assets, banking offerings & investments.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to 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.
Tracks customer complaints/queries and turnaround times for customer satisfaction.
Department- Retail Liabilities – Privy League
Reporting Relationships- Area Manager-Privy League