Priority Relationship Manager - Private Banking

- Managing and servicing the Priority Optima and Insignia Clients of the Bank

- Managing existing clients for enhancing AUM book size

- Organizing marketing activities for acquiring new HNI clients

- Offer wealth management solutions through products like mutual funds advice on PMS, structure products, Private -Equity, insurance, asset allocation and bonds.

- Ensure high level of customer service orientation and application of bank policy.

- To offer complete solution across financial planning aspects like retirement planning, will etc.

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

- To keep one self-updated on the financial markets and in advisory products / services in particular.

- Co-ordinate with other group companies to provide seamless access to other products.