Job Overview
Acquire and manage HNI customers, grow the liability portfolio, deepen customer relationships, and drive revenue through cross-selling banking and wealth products while delivering an exceptional customer experience.
Key Responsibilities:
1) Acquire new HNI customers and manage existing relationships.
2) Generate liabilities and achieve business targets.
3) Cross-sell CASA, Investments, Insurance, and Wealth products.
4) Build strong customer engagement through regular interactions.
5) Resolve customer queries and ensure service excellence.
6) Coordinate with internal teams for seamless customer solutions.
HNI Acquisition | Relationship Management | Liability Sales | CASA | Wealth Management | Cross-selling | Customer Service | Sales & Business Development
Preferred Experience:
1 years in Retail Banking, Wealth Management, Relationship Management, or Financial Services.