Description:

- Primary Responsibility:

- Dealing with HNI and Ultra HNI

- To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Banks CBG products & services.

- To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management.

Key Accountabilities:

- Accountable for achieving monthly & annual sales targets, as agreed.

- Ensure proper implementation & execution of relationship management & investment advisory strategies.

- Ensure proper sales spread between products.

- Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.

- Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.

- Ensure highest levels of customer satisfaction.

- Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers.

- Ensure service levels are constantly improving

- Meet Customer Migration targets.

- Manage customers issues on service or investment needs.

- Escalate if required.

- Probe and identify requirements to provide appropriate solutions to customers.

- Ensure complete knowledge on all products & services.

- Be the leader for resolving all queries & complaints.

- Ensure full training & briefing on all product launches & upgrades.

- Research complaints & compliments.

- Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.

- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

- Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.

- Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.

- Ensure compliance with operations risk and rigour requirements e.

- Health & Safety standards, security of premises, KYC and anti-money laundering measures.

- Establish Bank as a wealth management provider in India.

- Undertake frequent competitor analysis so that Bank's product suite is in line with (or ahead of) competing banks.

- These updates to be shared with seniors at regular intervals.

- Also suggest local promotional activities which will help reinforce the brand.

- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

- Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.

- Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer.

- This will entail constant interaction with the asset management companies & customers