The Function Purpose
Serve and manage the daily banking transactions of “Affluent clients,” help grow the portfolio of “Affluent centers” in alignment with the Consumer Banking business strategy.
Main Responsibilities
- Achieve annual set financial targets.
- Develop new customer relationships and expand existing high net worth customers relationship.
- Manage clients’ portfolio ensuring profitability and growth.
- Ensure a high level of customer service and experience orientation.
- Cross-sell existing bank products to customers and ensure proper portfolio management.
- Inform customers of new products or product enhancements to further expand the banking relationship.
- Inform customers on the various investment options and refer them to the Wealth team for advisory services.
- Maintain complete relationship records for assigned customer accounts.
- Resolve customer issues and/or complaints and ensure superior service recovery.
- Track customer complaints/queries and turnaround times for customer satisfaction.
Background
- Bachelor's degree
- (3+) years of relevant experience
