Personal Banking Advisor (Retail And Business Banking - Branch Distribution)
Current- Drive business growth and revenue with proactive initiatives.
- Manage a diverse portfolio of HNIs (High Net worth Individuals) and Entities.
- Manage and grow a client portfolio that focuses on both assets and liabilities.
- Identify, prospect and onboard high potential clients.
- Maintaining the existing client relationships and identify new business opportunities.
- Knowledge of Credit Policy & Guidelines to help direct conversations and provide insight on proposed products.