Platinum Banker-Household-Outbound_BRANCH BANKING_0468_7489_1102462

Platinum Relationship Manager (HH Outbound)

Designation: Platinum Relationship Manager - HH Outbound
Department: Retail Liabilities

Job Purpose

To acquire High Net Worth (HNW) customers through outbound sales activities and manage their banking and investment requirements.

Key Responsibilities

• Acquire Platinum/HNW customers through field sales and referrals.
• Source CASA, Term Deposits, Wealth and Investment products.
• Build and maintain long-term customer relationships.
• Generate revenue through cross-selling wealth products.
• Ensure achievement of acquisition and portfolio growth targets.
• Conduct customer meetings and financial need analysis.