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- To generate revenue, from sourcing new to bank relationships from identified verticals and by selling of Wealth and business banking products to individuals and business owners.
- Increasing the Investment AUM portfolio size through, deepening and new acquisition.
- Ensure quality of sourcing by acquiring Potential 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.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360° client engagement – "Total Client Ownership".
Private Wealth Manager - Chennai, India - Waytogo Consultants
