Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers
Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing
To Enhance Retain customer profitability by capturing larger share of Wallet
Ensuring compliance with branch SOP and control in sales and service
Deepen the relationship by Cross selling Banks Products
Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank
Evaluate the feasibility of new initiatives in offering, channel process point of view and ensure its
implementation to improve overall operational efficiency
Collaborate with other branch departments and functions to provide products and service offerings to the customer
