Sales Role - Bank (0-1 yrs)
Responsible for managing Key Clients - HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)
- In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/Promotors/Directors/CFOs/Corporate Treasuries Wealth
- Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors
- Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients
- Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level
- Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers
- Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution
- The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level
- The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. HR 7980018567
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