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- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers.
- Sources new bank customers through external individual efforts and acquisition channel.
- Ensures high levels of customer service orientation and application of bank policy.
- Cross sells bank products to existing set of customers.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
HNI Client Relationship Manager - Asansol, India - Waytogo Consultants
