Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds, and derivatives.- Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products- Acquiring high-value relationships into the private banking group.- To acquire new clients in the targeted HNI segment from outside the bank.- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.- Service the banking requirements of the super HNI clients. (ref:updazz.com)
updazz .com
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