Job Overview
Acquire and manage premium customer relationships through referrals, networking, lead generation, and business development activities.
Develop strong relationships with high-value customers and provide personalized banking services.
Promote premium banking propositions, savings accounts, fixed deposits, investment products, insurance, and other applicable financial solutions.
Identify opportunities to increase customer balances, deposits, and overall portfolio value.
Achieve assigned targets for customer acquisition, deposits, revenue generation, and cross-selling.
Understand customers' financial needs and recommend suitable products based on eligibility and suitability requirements.
Build long-term customer relationships through regular engagement, portfolio reviews, and proactive service.
Coordinate with internal banking teams to ensure smooth account opening and timely resolution of customer concerns.
Maintain high standards of customer experience and customer retention.
Ensure compliance with KYC norms, internal policies, and applicable banking regulations.
Monitor portfolio performance and identify opportunities to deepen existing customer relationships.