Position Purpose:To generate revenue, by sourcing new to-bank relationships from identified verticals and by cross-selling Wealth and business banking products to individuals and business ownersResponsibilities- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. - Revenue generation through cross-selling 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 and individual (resident and NRI) clients.- Increase product penetration and exit barriers, by cross-selling more products per client. - Performing Portfolio allocations, reviews & and financial check-ups for each client at a defined frequency.- Collaboration with product specialists to ensure the engagement of clients with superior and tailored wealth management and business banking solutions.- Work in close coordination with Client Experience Manager to deliver superior service to clients.- Ensuring adherence to Compliance processes and guidelines. - Reduce rejection rates and improve the quality of documentation.- Ensuring 360- client engagement - "Total Client Ownership". (ref:updazz.com)