To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.

• Enhance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
• Source new business from HNW individuals through referrals, marketing activities and personal contacts.
• Ensure clients are aware of all financial services offered by the bank.
• Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.

• Optimize the potential value of the client base through the delivery ofProducts and Services.
• Communicate with HNW client and identify their financial needs.
• Achieve Revenue Goals, sales and portfolio growth targets across ...