Wealth Relationship Manager

Job Description

- 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 HNI Clients. - Acquiring and managing both business, individual (resident and NRI) clients. - Increase product penetration and exit barriers, by cross- selling 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- . Role & responsibilities Preferred candidate profile Perks and benefits