Job Description :
Core Responsibilities:
- Responsible for managing CA value-growth
- Acquiring the high-value CA relationships from within the group
- Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book
- Financial Planning and Investment Advisory to HNI clients.
- Driving revenue business to generate fee income through products like Current account, mutual funds, investments and insurance.
- Sales targets spread across liabilities,Current account, retail assets, business banking, forex, cards, investments etc.
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
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