Relationship Banking Head
- Team Handling role. Acquire new customers who meet product criteria through cross-referencing
- Ensuring timely onboarding of quality accounts in the HNW channel for the bank
- Ensuring lowest depletion of the newly acquired accounts
- Increase liabilities size of relationship via balances in accounts of existing customers
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring the highest level of service to the customers in the branch
- Profiling Customers and Providing Financial planning & Investment Advice as per customers need
- To ensure maintenance of updated Relationship File
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