Role & responsibilities

Preferred candidate profile
Increasing the Liability book and Investment AUM portfolio size

through, deepening and current acquisition.
Revenue generation through cross sell of business banking and

wealth products like Trade Forex, Insurance, Investments, Retail

Assets etc.
Ensure quality of sourcing by acquiring Potential Insignia Clients.
Acquiring and managing both business, individual (resident and

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”.

📌 Rm Insignia Preferred Banking New Delhi
🏢 Veerwal Getwork Services
📍 New Delhi