Responsibilities:

- 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.




- 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.

📌 Insignia (Noida)
🏢 Veerwal Getwork Services
📍 Noida