Wealth Manager

20 hours ago

Bengaluru, Karnataka, India prov HR Soluctions Full time

Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia 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 7 Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions 8 Work in close coordination with Client Experience Manager s to deliver superior service to clients 9 Ensuring adherence to Compliance processes and guidelines 10 Reduce rejection rates and improve quality of documentation 11 Ensuring 360- client engagement - Total Client Ownership ref updazz com

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