Associate Director - Affluent Relations

Key Responsibilities

Relationship Management

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de‑risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one‑point contact to the High Net Worth customers of the Bank

Sales

• Generate new business to achieve defined targets in terms of number of customers, volumes and revenue for the segment.
• Achieve the Targets set in terms of product mix.
• Induction of all new customers brought in by the Branches & Direct Sales team.
• Achieve “best in class” producti...

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