- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds, and derivatives.
- Acquiring high-value relationships into the private banking group.
- To acquire new clients in the targeted HNI segment from outside the bank.
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- Service the banking requirements of the super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products.
- To execute cross-sell efforts as per focus of the bank at any given point in time.
- To keep oneself updated on the financial markets and in advisory products /services in particular.