• Expertise in creating customized strategies which accommodate investment goals with respect to wealth accumulation, preservation and liquidity. • In addition to mutual funds, fixed deposits and other traditional products, provide strategy for alternate investment avenues of private equity, Structure / Customized products, especially for investors with specific views on the markets. • Provide ESOP advisory services to hedge, leverage or monetize ESOP holdings

• Interacting with client companies & private equity funds and handling deals from initiation till the closure stage.• Responsible for achievement of Cross Sell Budgets, generating income through remittance products • Maintaining impeccable service standards especially in the areas of timely and professionally responding to customer queries, ensuring defined TAT service requests, promptly updating information related to Customer transactions.

• Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms in addition to complaints management.• Acquisition, broad basing and managing relationship of HNI customers with an objective of building up a highly profitable portfolio in line with the overall business strategy of the Bank. • Responsible for achievement of allocated budgets related to Wealth Segment and acquisition of new customers.

• Offer specific advisory services to meet both personal and business wealth requirements of HNIs, including business families, senior officials of corporates and self-employed professionals such as doctors, lawyers, chartered accountants as well as architects. • Getting portfolio analyzed by experts and gain from their advice on portfolio restructuring• To suggest solutions driven by the client’s needs.• Be responsive to any alterations in the investment objective, which the client may initiate, based on his needs from time to time.

• Responsible for increasing the penetration of Banks products in the given territory and building extensive networking / relationship development with existing clients. • Manage a team of team leads & provide training and monitoring a team of field executives in managing and accomplishing daily plan of Actions.• Provide regular BE-wise MIS to cluster head on daily sales achievements.• Conduct weekly sales team appraisals while checking daily sales report, route plans, prospect lists, quizzing mock calls, call backs (audits of call made), and share best practice and knowledge on market intelligence.