NR RM

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

Increasing the Liability book and Investment AUM portfolio size through, deepening

and new acquisition.
 Revenue generation through cross sell of wealth products like Forex, Insurance,
Investments, Retail Assets etc.
 Ensure quality of sourcing by acquiring Potential Insignia Clients.
 Acquiring and managing, individual (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”.