▷ [Apply in 3 Minutes] Rm Insignia- Hyderabad

23 hours ago


India UMind Consulting Full time

for Relationship Manager-Insignia Preferred Banking 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 9 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 Any other Experience required Relevant Business Banking Wealth Management Experience in Banks NBFC brokerage House Relevant experience as below Senior Relationship Manager - 6 years Relationship Manager - 3 - 6 years



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