Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1427095
Increasing Liability Book and Investment AUM (Assets Under Management):
- Focus on growing both the liabilities (deposits, savings accounts, etc.) and the assets under management through effective client acquisition and deepening relationships.
Revenue Generation through Cross-Selling:
- Promote various financial products such as Trade Forex, Insurance, Investments, Retail Assets, etc., to existing clients to increase revenue streams.
Acquiring Potential Insignia Clients:
- Target high-value clients ("Insignia Clients") to expand the client base with a focus on quality sourcing.
Managing Both Business and Individual Clients:
- Serve the needs of business clients as well as individual clients, including residents and NRIs (Non-Resident Indians).
Increasing Product Penetration and Exit Barriers:
- Encourage clients to use a wider range of financial products to deepen their engagement and make it more difficult for them to leave the institution ("exit barriers").
Portfolio Allocation and Financial Check-Ups:
- Conduct periodic reviews and assessments of clients' portfolios to ensure they align with their financial goals.
Collaboration with Product Specialists:
- Work closely with specialists to provide tailored wealth management and business banking solutions to clients.
Client Experience and Service Delivery:
- Collaborate with Client Experience Managers to ensure high-quality service delivery and enhance overall client satisfaction.
Adherence to Compliance Guidelines:
- Ensure that all client interactions and transactions comply with regulatory requirements and internal policies.
Improving Documentation Quality and Reducing Rejection Rates:
- Enhance the quality of documentation processes to minimize rejection rates and streamline operations.
Total Client Ownership:
- Take responsibility for the entire client relationship, aiming for comprehensive engagement and satisfaction.
- This role requires a strong understanding of financial products, excellent client management skills, adherence to compliance standards, and the ability to collaborate across different teams to deliver holistic financial solutions
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Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1427095