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    Wealth Manager - Kolkata, India - Waytogo Consultants

    Default job background
    Banking / Loans
    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 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".

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