Financial Advisor/Senior Financial Advisor - HNI - Branch Banking

Relationship Management :

Managing the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develop, manage, and expand bank customer relationships by providing service level which exceeds client expectations of most important customer segment.

Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Customer Engagement:

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory

Financial Planning and Investment Advisory to HNI clients

Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

Ensure all sales activity is recorded online as per the organizational process

Capture and maximize the business opportunity through detailed client profiling as per organizational process