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Consultant at Praaxis consultants
Views:15824 Applications:254 Rec. Actions:Recruiter Actions:17
Wealth Manager - NBFS - HNI (3-12 yrs)
Responsibility :
- Profiling HNI Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling Banks Products and Services.
- Increase liabilities size of relationship via balances in accounts of existing customers
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-referencing.
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