HR Executive at Supro Consulting
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Manager - Branch Relationship - Sales - Bank (4-6 yrs)
Key Roles & Responsibilities
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client's balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the Group.
- Monitor the delivery of the different groups (Wealth, Lending, Transaction) as well as other specialist product and service providers against the customer Plan
- Grow portfolio profitability through the utilisation of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
- Manage customer migration between segments, sub-segments and the HNI business.
- Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigating strategies.
- Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimising product mix.
- Comply with KYC rules, regulations, and legislation governing the financial services industry
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