• Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.• Managing client relationship and generating AUM from preferred clients.• Advising Affluent clients on their Investments, managing their overall financial portfolio and deepening the wallet from existing clients.• To research & investigate on available investment opportunities/financial market trends to determine whether they fit into the clients’ portfolios and update them about the same.• To coordinate with product and research team for taking investment decision for the clients as per their financial requirements.• To conduct and assist in organizing seminars, workshops and other business development activities

• Develop new and expand existing High Net worth Customer relationships for Current and Savings Accounts, Trade Forex and Advances including CC, OD, TL.• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.• Ensure high level of customer service orientation and application of bank policies• Maintain complete relationship record for assigned customer accounts.