Verified Job
Accounting - Finance
RM Insignia Preferred Banking
Accounting - Finance
#381376
Remote / WFH
Job Description
Position:RM Insignia ( Preferred Banking) Required for leading bank in Central Delhi
Location: Central Delhi
Salary: As per your current CTC
Job Description
Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio 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 Insignia 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 amp; 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.
• Work in close coordination with Client Experience Managers to
deliver superior service to clients.
• Ensuring adherence to Compliance processes and guidelines.
• Reduce rejection rates and improve quality of documentation.
• Ensuring 360 client engagement Total Client Ownership.
Location: Central Delhi
Salary: As per your current CTC
Job Description
Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio 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 Insignia 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 amp; 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.
• Work in close coordination with Client Experience Managers to
deliver superior service to clients.
• Ensuring adherence to Compliance processes and guidelines.
• Reduce rejection rates and improve quality of documentation.
• Ensuring 360 client engagement Total Client Ownership.
