Burgundy Relationship Manager - Investment/Wealth Management

- 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".