- Increasing the Liability book and Investment AUM portfolio size through, deepening and new 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 locations, 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 Manager’s 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
- Post graduate/ MBA
- Minimum 50% in Graduation
- 5-7 years knowledge of Banking and Trade Forex is a must
- Wealth Management Experience in Banks, NBFC, brokerage House.