Verified Job
Accounting - Finance
Insignia Preferred Banking Relationship Manager
Accounting - Finance
#294642
Remote / WFH
Job Description
Position Purpose:
To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners
Responsibilities:
1. Increasing the Liability book and Investment AUM portfolio size
through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and
wealth products like Trade Forex, Insurance, Investments, Retail
Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia 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.
7. Collaboration with product specialists to ensure engagement of
clients with superior and tailored wealth management and
business banking solutions.
8. Work in close coordination with Client Experience Manager’s to
deliver superior service to clients.
+. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve quality of documentation.
11. Ensuring 360° client engagement – “Total Client Ownership”.
Qualification: Graduate
Work Experience: 5+ years
Other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House
To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners
Responsibilities:
1. Increasing the Liability book and Investment AUM portfolio size
through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and
wealth products like Trade Forex, Insurance, Investments, Retail
Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia 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.
7. Collaboration with product specialists to ensure engagement of
clients with superior and tailored wealth management and
business banking solutions.
8. Work in close coordination with Client Experience Manager’s to
deliver superior service to clients.
+. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve quality of documentation.
11. Ensuring 360° client engagement – “Total Client Ownership”.
Qualification: Graduate
Work Experience: 5+ years
Other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House
