To generate revenue, from sourcing NR recent 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'.

📌 Nr Rm Insignia Preferred Banking Delhi (India)
🏢 RBL Finserve
📍 India