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 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.
• 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”
