1. Offer Private Banking/ wealth management services through products
like mutual funds, advice on direct equity, structured products, asset allocation, bonds and derivatives.
2. Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
3. To execute cross sell efforts as per focus of the bank at any given point in time.
4. To keep one self updated on the financial markets and in advisory products / services in particular.
5. To bring new clients in the targeted UHNI segment from outside the organization.
There is no serious attention or provision for appraising, monitoring and analyzing the result expected product from a target market and certain product. natwest online banking
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