Private Wealth Manager

As a candidate for this position, your role will involve increasing the Liability book and Investment AUM portfolio size through deepening existing relationships and acquiring new clients. Your key responsibilities will include: - Generating revenue by cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. - Ensuring the quality of sourcing by acquiring Potential Clients. - Acquiring and managing both business and individual (resident and NRI) clients. - Increasing product penetration and exit barriers by cross-selling multiple products per client. - Performing Portfolio allocations, reviews, and financial check-ups for each client at defined frequencies. - Collaborating with product specialists to engage clients with tailored wealth management and business banking solutions. - Working closely with Client Experience Managers to deliver superior service to clients. - Ensuring adherence to Compliance processes and guidelines. - Reducing rejection rates and improving the quality of documentation. - Ensuring 360 client engagement for Total Client Ownership. If there are any additional details about the company in the job description, please provide them so that I can include them in the final output.,