Private Banking Advisor - Saving Portfolio

KEY RESPONSIBILITIES

Relationship Building / Deepening / Cross Sell : 

- Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. 

- Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. 

- Implement customer contact programs to ensure his share of wallet with the bank increases. 

- Close monitoring of average revenue per customer.

Retention :

- Ensure top class service delivery to clients to be in line with the best in the industry. 

- Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. 

- Work towards reactivating accounts which have stopped transacting or depleted in balances. 

- Assist in resolving service hurdles to create a delight situation for customers.

Candidate Skills: 

- The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. 

- Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.

- Candidate should have excellent communication in English and well groomed. 

Salary offered; 12 - 17LPA