Meet 2-3 mapped HNI clients on daily basis and deliver professional service to develop long term relationship. Proactively address issues and problems faced by clients and provide the optimum solution to gain trust and satisfaction. Being a single point of contact between the bank and clients. Liaison with various internal teams for smooth processing of client requirements and issues. Specialized for business account servicing, HNI client management and key account management. Involve in the operations side of the branch and play a vital role in the day to day functions of the branch. Process NEFT/RTGS, Transfer, DD and other financial transactions. Responsible for processing all non financial service request within TAT. Experience in sourcing CASA, Loans, Wealth products, Forex, Credit cards. Hands on experience of Finacle, Sales CRM, FCRM and Microsoft Excel. Strict adherence to RBI guidelines, bank’s policies and regulations. Handling HNI clients Outward Remittances, Forex Card issuance & Re-loading of multicurrency

Increase branch business by sourcing New CASA accounts.Cold calling to source New business. Achieve monthly & annually sales targets.Area mapping.Build & maintain vital relationship with clients.Cross selling of other banking products.Generate references by providing good service to existing clients.Resolve clients banking related issues.To provide most suitable banking products as per client’s business needs.