Affluent RM

Wassup Connect - Contact Person : Divya : (phone hidden)

[email protected]

Ctc : Kindly Share CTC / Expected CTC & Notice Period

Exp: 6 years of relevant exp. In Branch Banking (Retail Liabilities)

Branch Banking / Bancassurance / Wealth mgmt

Interview's have started pls share cv asap .

To generate revenue, from sourcing recent to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners

Responsibilities:

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5.



Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at
defined frequency.
7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
8. Ensuring adherence to Compliance processes and guidelines.
9. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360 client engagement Total Client Ownership.

Qualification: Graduate

Work experience:6 to 12 + years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as

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