Banking Partner | Retail Liabilities

• Increasing the Liability book 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 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. Read more