- Roles and Responsibilities
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 amp; 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.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360 client engagement Total Client Ownership.
Interested once please share your resume on recruiter4.spbcgroup@gmail.com or whatsapp resume on 9315128588
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