10 Nov
|
Veerwal Getwork Services
|
Rajpura
10 Nov
Veerwal Getwork Services
Rajpura
Role & responsibilities
1.Increasing the Liability book and Investment AUM portfolio size
through, deepening and recent 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.
📌 Insignia Relationship Manager (Rajpura)
🏢 Veerwal Getwork Services
📍 Rajpura