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A. Position Purpose
To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of
Wealth and business banking products to individuals and business owners
B. Position Responsibilities
Sr. Key Responsibilities
1 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”.
