•Acquire and nurture relationships of the bank through products like all retail banking products: LI, GI, MF, etc)• Generate new business to achieve defined sales targets• Build and deepen relationships with existing 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 relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.• Manage the portfolio to achieve stability and growth of book.• Manage the key performance indicators at the highest level.• Visting and being in touch with the existing and new clients on regular basis

• Provide financial solutions to the NRI customers while maintaining high service standards• Identify potential customers who can be sold tailored products to enhance product penetration• To be in close contact with the customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.• Achieved targets as assigned by the organization on a monthly basis• Record and track all engagement activities through the CRM system• Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.• Increase customer engagement through cross-selling investment Products like Life Insurance, General Insurance and other non-investment products like Forex, Remittances, Loans, etc• Deepen the existing relationships by cross selling the Bank’s products and services

• Distribution of Financial products and services.• Generate revenue through sales• Add new clients to the portfolio• Meeting with clients on frequent basis for relationship building• Participate actively in entire product marketing campaigns, referral programs and sales development activities• Build a portfolio and personalized service to clients• Maintain MIS

• Cross selling of financial products and services.• Generating leads through callings and getting conversion by meeting with clients and satisfying their needs.• Handling and resolving customer complaints and queries• Giving site demo and presentation to clients