- 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 Wealth Clients. Acquiring and managing both business, individual (resident and. NRI) clients.
- Increase product penetration and exit barriers, by crossselling. 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".
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