Responsibilities:
Increasing the Liability book and Investment AUM portfolio size through, deepening and recent 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.
Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
Ensuring adherence to Compliance processes and guidelines.
Reduce rejection rates and improve quality of documentation.
Ensuring 360 client engagement Total Client Ownership”.
Qualification:
Graduate
Work experience:
5+ years
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in
Banks, NBFC, brokerage House.