Certification of AMFI

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth, Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell, Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio, Easily establish relationship with customers and build a rapport, Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank, Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions, Maintances highest order of honesty, transparency and integrity in all his actions.

Experience in acquisition of HNI clients & cross selling of banking products