Job Title

RM - Insignia Preferred Banking

Department

Retail Business Bankers

Grade

Manager/SM/AVP

Team size

Job Location

Reporting To

To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners

Sr.

Key Responsibilities

1

· 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.

· 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”.