Signature RM

*Position: Signature RM*

*Key Responsibilities:*

* 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.

*Increasing product penetration and exit barriers, by cross selling more number of products per client.

* Performing portfolio allocation, reviews & financial checkups for each client at defined frequency.

* collaboration with product specialist to ensure engagement of clients with superior and tailored wealth management and business banking solutions.

*Ensuring adherence to compliance processes and guidelines.

*Reduce rejection rates and improve quality of documentation.

* Ensuring 360 degree client engagement- Total client ownership.

*Business Expectations:*

* CASA account NTB+CTG

*NTB book growth

* TFX

*Asset

*Investment

* Bancassurance

Location: Nungambakkam, Parrys Corner, Kilpauk, Anna Nagar, Perambur, Ambur