Job Summary
This role will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the Bank's strategic objectives and provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.
Key Responsibilities
Acquire New to Bank Priority Qualified Clients
Provide service to the clients from the assigned portfolio such as dormancy removal, service requests etc
Cross-sell products to the clients post clients need identification
Increase Wealth Management Penetration in the assigned portfolio by adding New to Wealth Clients
Migrate clients to digital channels for regular banking transactions
Consume and convert the assigned leads
Maintain Client Contact as per prescribed contact guidelines
Implement Client Journey interventions for Priority
Conduct Periodic Risk Review of the Clients from the portfolio
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