Key Responsibility Areas:
• Designing, constructing and maintaining the portfolios of Super HNIs.
• A complete customized and personalized Portfolio management
according to the need of the clients.
• A truly personalized services in terms of lot of value addition
through the research reports, Performance Comparison, Personal
Financial Review through need identification software.
• Maintaining Zero tolerance level toward Compliance and Audit.
• Establishing high standards of cross-selling and building synergy
between inter bank Departments for extraordinary service output for
clients.
• Continuous review for the Action Plan of New to Bank, Existing but
relatively new and old existing Customers.
• A great value addition by adding creativity in organizing the theme
events in the best of places, with best of people and best of
Environment on a regular intervals.
• Motivating sales and service team for achieving high degree of sales
and service standards.
• Ensuring the maximum utilization of available Man power and other
resources to add the new business to the bank with the complete check
on the Compliance and Audit in a cost efficient way.
• A complete Knowledge Sharing mode of driving the business for the
internal as well as external customers.
For any clarifications about the role & position, pls call the
undersigned:
Neha Malhotra
Elixir Web Solutions
Contact - 011-41604198
E-mail - nehamalhotra@e-lixirweb.com
