Managing Emerging affluent / HNI clients and cater to their financial requirements.Provide them with Investment products & Services basics of their goals/ objectives and risk appetite and increase their wallet share with the company. Acquiring new clients through reference and other sources & grow the overall relationship.Achieve budgeted targets while marinating a healthy Product mix (MF, Equity, Wealth & PSG/HL).

RELATIONSHIP MANAGEMENT- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.- Serve as the one-point contact to the High Net Worth customers of the BankSALES- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment- Achieve the Targets set in terms of product mix- Induction of all new customers brought in by the Branches & Direct Sales team.- 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 approved contact plans.- Coordinate customer events for the cluster along with the product teamSALES MIS- Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)- Maintain and update customer information on WMSRISK MANAGEMENT & COMPLIANCE- Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.- Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.- Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same.

Servicing the requests of PB Customers- Generating Sales (lead generation, updation and fulfillment) from the PB customers walking into the branch based on the sales philosophy-“earn the right to sell by resolving the service request of the customer”- Sales (updation and fulfillment) through leads generated by other branch staff from general banking customers- Managing relationship with the ‘Managed Account’ holders with a view to enhance CASA, manage retention, and add more family members to this group of managed accounts as well as increasing the product holding of these customers

Handling OF HNI clients and cross-selling of major banking products and services.