Acquiring, nurturing growing and strengthening relationship within the Wealth segment.Responsible for managing the entire Banking & Financial needs of the customer as a Single point of contact from the Bank.Manage the Clients of the branch who are defined as Wealth Clients.Services these Clients on highest priorities & do a Financial Needs Analysis and Risk Profiling for theClients in the portfolio.Focusing on increasing the book value by adding Liabilities & Advances.Increase the CASA & TD book of the portfolio on monthly basis.Selling Investments, Life Insurance, General Insurance, SIP, M-52 & Credit Card on daily basis.Selling Assets and Liabilities Products.Focusing on Investment like MF, SGB & PPF.Increase the PH of the customer.Handling their Query, Service Requests, Escalations and Need to provide them facilities on Prioritie