Responsibilities

• Focus on excellent personalized service to PB customers by attending to various banking transaction needs while resolving problems/complaints within specified TAT.
• Actively identify and pursue sales opportunities by expanding and growing new customer base & new investment accounts through referrals from existing PB customers or personalized service recovery efforts.
• Grow existing relationship AUMs (CASA & Fixed Deposits) and acquire new customers.
• Work with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates exclusive to affluent customers.
• Identify cross‑sell opportunities among existing PB customers for relationship deepening.
• Promote product bundles to achieve higher cross‑sell penetration and contribute to revenue growth.
• Actively source new sales and leads within internal database and cross‑referrals from , SME...