The roles and
responsibilities include: -
Priority
Relationship and exploring Wealth Management of High Net Worth
Customers.
Financial
Planning and Asset Allocation through Distribution of Investment
Products, e.g., Mutual Funds, Portfolio Management Schemes, Real
Estate Fund, Commodity and Structured Product.
Focusing the
Revenue Matrix of the Priority Banking.
Relationship
Management with the HNI customer.
Managing the
assets business, through lending against liquid securities,
i.e., Mutual Funds, Shares, and Bonds to High Net Worth
Individuals and Corporates.
Managing the
channel partners with the right mix of productivity and cost of
acquisition.
Cross-selling
wealth products, i.e., Mutual Funds and Insurance to the Asset
Customer Base.
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