Below mentioned are the KRA's
• Advice customers to enrich the relationships by mobilizing
additional funds and sell other fee based products/ services based on
the current and future customer needs.
• Managing the portfolios with an objective of achieving financial
goal of the client keeping in mind the risk profile of the client.
• Targets to be achieved in terms of net AUM increase sales of mutual
funds, insurance and FOREX revenues.
• Cross selling and channeling of other banking products like Credit
cards, loans and other asset products.
• Managing Business clients , helping them in their banking tractions
and Trade.
• Acquiring new individual relationships and business relationships.
• FOREX management for the Clients in terms of their remittances and
trade related relationship.
• Implementation of Business review, where Gaps of Clients banking
relationship identified and tried to be filled in.
Incase interested pls contact the undersigned:
Neha Malhotra
Contact details: 011-41604198
E-mail: sneha_malhotra1160@yahoo.co.in
