Responsibilities

• Focus on excellent personalized service to PB customers by attending to their banking transaction needs and resolving problems/complaints within specified TAT.
• Actively identify and pursue sales opportunities by:
  • Expanding and growing new customer base and new investment accounts through referrals from existing PB customers or personalized service recovery efforts.
  • Growing existing relationship AUMs, i.e. CASA & Fixed Deposits, and acquiring new customers.
  • Working with the Wealth Management Office, Branch Operations, Customer Service Division and Lending Hubs to obtain comprehensive product updates exclusive to affluent customers.
  • Identifying cross‑sell opportunities among existing PB customers and deepening relationships.
  • Promoting product bundles (where applicable) to achieve higher cross‑sell penetration and contribute to the bank’s revenue growth.
  • Actively sourcing new sales and leads ...