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Job Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )

Detailed Responsibilities - Generate new business to achieve defined sales targets

 Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

 Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

 Ensure ongoing self-development.

 Manage the portfolio to de-risk against attrition and achieve stability of book.

 Manage the key performance indicators at the highest level.

 Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

 Achieve the Targets set in terms of product mix.

 Achieve “best in class” productivity in order to maximize the efficacy of the sales process.

 Achieve the budgeted cross sell targets.

 Aggressive Sales call plans to acquire large prospective customers through referrals.

 Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

 Manage the customer transition with utmost sensitivity.

 Awareness of all the policies and procedures issued in relation to money laundering prevention.

 Ensure compliance with these policies and procedures on an ongoing basis.

 Any suspicious transaction must immediately be reported to the supervising officer.

Mandatory Certifications

 AMFI mandatory