The HNI (High Net worth individuals) relationship manager is accountable for a
portfolio of High Net worth Clients, integrating and coordinating all Banks’ Group
products, services and resources in order to maximize the value of the business
relationship and ensure profitability for the Bank and the Client
Managing the banking and investments relationship with Au Royale clients and
responsible for overall growth of Liabilities & Investment business from HNI
segment.
• Increase CASA balance in allocated portfolio either through Deepening or
Acquisition of NTB Royale Customer,
• Proactively and timely identifies potential problem accounts and formulates
appropriate risk
• Mitigating strategies.
• Manage customer migration between segments, sub-segments and the HNI
business.
• Grow portfolio profitability through the utilization of available multi-channel
delivery strategies, such as actively managing customer migration onto electronic
banking channels.
• Develop, manage, and expand Au Royale customer relationships by providing
service level which exceeds client expectations of most important customer
segment
• Ensure all sales activity is recorded online as per the organizational process
(CRM)
• Develops new and expands existing High Net worth Customer relationships for
liabilities and retail assets
• Informs customers about new products or product enhancements to further
expand the banking relationship
• Capture and maximize the business opportunity