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.- Is able to instill confidence in 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.