Responsibilities

¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships with

our valued Preferred customers, individuals with significant financial assets and a minimum average monthly

balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.

¢ Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk

management plans. Proactively offer new products and services that align with their needs and contribute to

their financial growth.

¢ Review and access the client’s portfolio, to align basis market condition and client objective.

¢ Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.

¢ Generate leads through Catchment Working, Referrals and Working on the internal databases.