Mohit Kumar Jha

-Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.

- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.

- Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.

- Easily establish relationship with customers and build a rapport.

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Engage the customer on providing financial advice related to investments, insurance, simple banking transactions.

- Maintenance of highest order of honesty, transparency and integrity in all his actions.

• Managing the High-Net-Worth customers of the Bank.
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships.
• Profiling Customers and provide financial products to meet customer needs.
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One-point contact for all requirements of High-Net-Worth customers in the Branch.
• Acquisition & Servicing of High-Net-Worth customers.

• Acquiring new and management of corporate through market and internal relationship.
• Worked closely with customers to understand needs and resolve diverse issues.
• Operational support and provide helpdesk to corporate by various kind of activities.
• Build and develop trust-based relationships with key decision makers.
• Proactive sales of the Banks products and cross selling to new/existing clients to meet SOP.