Monitor and address HNI clients’ banking and Investment requirements.- Use financial acumen and investment expertise to review a client’s personal data, align clients’ needs through superior service, and seamlessly align service delivery for the enhanced experience; thereby helping the client reach short-term and long-term investment goals.-
Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues & improved client stickiness.
Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
