01Overview
Key Responsibilities
NTB Acquisition Acquire New-To-Bank (NTB) acquisition of wealth accounts with funded balances
Drive incremental NNM, along with the mapped Relationship manager, leveraging CA/SA/TD Growth and revenue by Cross selling Insurance, FX and Investments products
Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit Cards sourcing, etc.
Ensure internal and regulatory compliance and address operational risks if any.
To exercise appropriate due diligence while on boarding and engaging with clients .