Acquire new customers from tie up banks ,servicing existing relationships to achieve set revenue targets Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide solutions to meet their financial
FINANCE, ACCOUNTS, MIS, SALES, MARKETING, RETAILS, COMMERCIAL BUILDING, SHOPS, MALL, LEASE AGREEMENT, DRAFTING., GOVT RULES, BANKING, TAXATION, TAX, ACCOUNTING SYSTEM, FUNDS FLOW, CASH FLOW, CA WITH MIN 10 YEARS POST QUALIFICATION EXP IN FINANCE/ ACCOUNTING / COMMERCIAL/ PROPERTY SERVICES/ REAL ESTATE BUSINESS/ MALLS/ LEASING OF SHOPS/ COMMERCIAL SPACES/ LEGAL DRAFTING/ FINANCIAL / ACCOUNTING PROCESS ...
achievement of overall Branch Targets by generating business and cross sales. • Key Customer Relationship Management & supervision of all HNW customer programs. • Ensure all components of the branch sales model function as per design • Periodic review of progress vs. objectives. • Ensure clarity of Business
Net Worth customers Providing Financial planning & Investment Advise Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Acquisition & Servicing of High Net Worth