Mashreq
* To provide Portfolio of HNW clients with personalized service so as to
develop close relationships, achieve maximum profitable contribution for the
client and the bank and retain their royalty and respect.
* Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling
of bank products to all existing clients.
* Source new business from HNW Mashreq Gold individuals through referrals,
marketing activities and personal contacts.
* Ensure clients are aware of all financial services offered by the bank
Reach financial goals set for the role by the business as per annual and monthly
financial targets, including x-sell and up-sell of products to customers, to
existing and new to bank customers.
Manage a portfolio of High Net Worth clients to provide personalized service and maximize profitable contributions for both the client and the bank. Focus on sourcing new business through referrals and achieving financial targets via the cross-selling of bank products.
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