B_Source_Jobprofile

Job Description:

The HNI (High Net worth individuals) relationship manager is accountable for
a portfolio of High Net worth Clients, integrating and coordinating all Banks’
Group products, services and resources in order to maximize the value of the
business relationship and ensure profitability for the Bank and the Client
Managing the banking and investments relationship with Au Royale clients
and responsible for overall growth of Liabilities & Investment business from
HNI segment.
• Increase CASA balance in allocated portfolio either through Deepening or
Acquisition of NTB Royale Customer,
• Proactively and timely identifies potential problem accounts and formulates
appropriate risk
• Mitigating strategies.
• Manage customer migration between segments, sub-segments and the
HNI business.
• Grow portfolio profitability through the utilization of available multi-channel
delivery strategies, such as actively managing customer migration onto
electronic banking channels.
• Develop, manage, and expand Au Royale customer relationships by
providing service level which exceeds client expectations of most important
customer segment
• Ensure all sales activity is recorded online as per the organizational
process (CRM)
• Develops new and expands existing High Net worth Customer relationships
for liabilities and retail assets
• Informs customers about new products or product enhancements to further
expand the banking relationship
• Capture and maximize the business opportunity through detailed client
profiling as per organizational process (CRM)