Grow customer portfolio size by deepening existing customer relationships. Provide advice on potential financial solutions based on identified needs. Resolve client queries without further escalation. Analyze financial requirements of customer and match with banks product offerings. Main banker for majority of clients in portfolio. Majority of clients in portfolio are long standing. Work effectively across geographic borders with customers to deepen relationship with bank Pass on high net worth customers to the Private Bank. Offer holistic advisory and consultancy services to key clients in portfolio Solicit new to Bank and new to product leads from the Excel or Priority business segments Sell multiple products to customers Turn service recovery into sales opportunity. Refer highly satisfied customers to generate sales. Analyse and review potential business to ensure maximum profitability. Collaborate with product specialists, to deliver effective customer solutions. Identify product specialists across different value centers to satisfy anticipated customers needs. Broader product holding ratio Operate within Risk & Compliance requirements/ framework. No reported mis-selling cases Loan impairment below competitors’ loss rates Is able to convert service recovery issue into customer loyalty opportunity Progress against EP-based scorecard targets. Growth in product cross holding ratio Sustained and steady growth in AUM Number of new customers to the bank Growth in revenue per customer Customer satisfaction scores.