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Senior Consultant at Waytogo Consultant
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Wealth Manager - Bank (7-15 yrs)
Responsibilities:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Manage a wealth sales team. Revenue generation through cross sell of wealth products like Insurance, Investments etc.
3. Ensure quality of sourcing by acquiring Potential wealth Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
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