To generate revenue, from sourcing NR new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners
Role & responsibilities
- Increasing the Liability book and Investment AUM portfolio size through, deepening and recent acquisition.
- Revenue generation through cross sell of wealth products like Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Insignia Clients.
- Acquiring and managing, individual (NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Managers to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines. • Reduce rejection rates and improve quality of documentation.
- Ensuring 360 client engagement 'Total Client Ownership'.