- Managing banking requirements / servicing a High Net worth customer portfolio base of Jeevan Bharati New Delhi.- Proactively managing clients banking relationship, keeping them abreast of latest regulations/ procedures of the bank.- Co-coordinating with product, marketing & regional champions (internal) as well as various agencies (external) for various life-style events, targeted at deepening baking relationship with existing customer and also for acquiring new customers for the bank.- Co-ordination with back end support teams i.e. Clearing, Credit Cards, Wealth Management, Foreign exchange, Trade Services, Internal Service (Records updating & Mgmt. Team), Account opening Team and Logistics etc, thereby ensuring seamless services to the customer.

Client dealing- Identifying and targeting prospects through profiling.- Providing Banking solutions to the preferred customer’s of the bank and handling their complete banking requirements- Understanding & retailing various deposit schemes, Accounts (Current/Savings), Third Party Products (Mutual Funds, Relief Bonds, Capital Gain Bonds, DEMAT, E-Broking accounts, I.P.O’s), Insurance Products & Asset Products (Auto Loan, Personal Loan, Loan against Securities).- Customer attrition management- Cross sales, lead generation toward individual & branch target Back office / Support function - Ensuring proper Audit compliance and acting as a liaison between the processing office and the end user- Responsible for authorization & supervision of all transactions done at branch.- Supervision of De-mat operations at branch- Liasioning with Currency Chest for cash requirement- Monitoring & handling Branch suspense accounts- Fortnightly reporting to Regional Business Managers office regarding compliance of various audit requirements.- Supervision & control of stationery requirement at branch level

- Educating and promoting various banking Channels to the clients of branch e.g. usage of facilities like Net-banking (Infinity), ATM’s, E-Cheques etc..- Handling queries relating to Cheque books, Debit Cards, Fixed Deposits etc- Lead generation (for various products). - Handling outward clearing & outstation cheque processing.- Account Opening- Monitoring & Handling Office accounts (Charges/Sundry Liabilities).- Inventory Control (Cheque Books & Fixed deposits).- Back Office functions for safety bonds issue and GOI-Relief Bonds.