Manage liability portfolio of ultra-high net worth clients of the Priority lounge with a total banking relationship of over PKR 5 Million in Current account average balances or PKR 7 Million in saving average relationship size.
Deposit Mobilization through existing clients and NTB customers to increase branch business portfolio.
To cross sell bank’s Retail / Consumer products & services.
To sell Wealth Management products, Consumer Finance products and Insurance products.
Provide excellent customer service in order to retain and increase relationships.
Ensure a clean portfolio with all discrepancies resolved within TAT.
Networking with existing and potential clients.
Visit top tier Priority customers on a periodic basis as directed to build loyalty and long-term relationships.
Ensure 100% action on gaps identified through SQ Reports.
Periodically review the existing accounts of their clients to man...