Wealth Relationship Manager | Liabilities (Bank)

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.

2. Revenue generation through cross sell of wealth products like Insurance, Investments etc.

3. Ensure quality of sourcing by acquiring Potential HNW Clients.

4. Acquiring and managing both business, individual (resident and NRI) clients.

5. Increase product penetration and exit barriers, by cross- selling more number of products per client.

6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.