Insignia Rm

**JOB DESCRIPTION**

**Insignia Relationship Manager**

**Experience: 5 **+ years

**Location: Vadodara, Surat, Ahmedabad**

**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.

9. Reduce rejection rates and improve quality of documentation.

10. Ensuring 360° client engagement - “Total Client Ownership”.