Job Description
Job Responsibilities
- Acquire new to bank HNI individual customer relationships satisfying the priority banking criteria through sales of liability, asset and investment products.
- Ensure cross-sell and refer business to other areas of the bank (e.g., Business Banking, Corporate Banking).
- Be conversant with the full range of Priority Banking products and services.
- Meet all assigned targets on Wealth Management revenue, FX revenue, deposits and assets consistently month on month.
- Ensure that the NPS (Net Promoter Score) is higher than 50 at all times.
- Ensure Customer Satisfaction score of 95%.
- Resolve 95% of complaints and service requests within the agreed TATs.
- Be fully aware of all policies relating to operational risk, sales processes, credit policy, anti-mis-selling, etc.
- Be responsible for ensuring up-to-date compliance, KYC and profiling for each client as well as maintaining a high lev...
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