About this role
Platinum Relationship Manager (HH Outbound)
Designation: Platinum Relationship Manager - HH Outbound
Department: Retail Liabilities
Job Purpose
To acquire High Net Worth (HNW) customers through outbound sales activities and manage their banking and investment requirements.
Key Responsibilities
- Acquire Platinum/HNW customers through field sales and referrals.
- Source CASA, Term Deposits, Wealth and Investment products.
- Build and maintain long-term customer relationships.
- Generate revenue through cross-selling wealth products.
- Ensure achievement of acquisition and portfolio growth targets.
- Conduct customer meetings and financial need analysis.