Verified Job
Accounting - Finance
Relationship Manager Insignia Preferred Banking
Accounting - Finance
#357324
Remote / WFH
Job Description
Relationship Manager- Insignia Preffered Banking
Experience: 5+ years
Location: South Mumbai
Primary Skills: Wealth Management, Business Banking, Cross Selling
Desired Skills & 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 andwealth 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 andbusiness banking solutions.
8. Ensuring adherence to Compliance processes and guidelines.
+. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360° client engagement – “Total Client Ownership”.
Experience: 5+ years
Location: South Mumbai
Primary Skills: Wealth Management, Business Banking, Cross Selling
Desired Skills & 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 andwealth 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 andbusiness banking solutions.
8. Ensuring adherence to Compliance processes and guidelines.
+. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360° client engagement – “Total Client Ownership”.
