Portfolio Management Role - Investment

- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross sells existing bank products to customers.

- Informs customers of new products or product enhancements to further expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide seamless access to other products.

- Maintains complete relationship record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times for customer satisfaction