Based on a specific job listing:
Portfolio Management: Manage and grow banking and investment relationships of HNI clients under the Platinum segment.
CASA Growth: Increase CASA balances through deepening existing relationships and acquiring new-to-bank (NTB) customers.
Liabilities & Investments: Drive growth in liabilities and retail investment products within the HNI segment.
Client Profiling & Engagement: Capture and maximize business opportunities through detailed client profiling using CRM systems; inform clients about new products and enhancements to deepen engagement.
Cross-sell & Up-sell: Enhance portfolio profitability by offering a wide range of banking products.
Service Experience: Deliver superior service experiences that exceed client expectations.
Risk Mitigation: Proactively identify potential problem accounts and implement strategies to manage risk.
Digital Channel Adoption: Promote usage of digital and alternate banking channels to improve convenience and reduce costs.
Compliance and Record-Keeping: Ensure accurate CRM records and adherence to regulatory and internal policies throughout customer onboarding and lifecycle.
Age- Under 32 yrs
Share profile- jobs@hullectservices.com/9194703061
can apply only Banking Background