Relationship Manager Wealth

1 day ago

Bengaluru, Karnataka, India Synergy Plus Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Were Hiring: Relationship Manager Wealth Business Banking
Location:Hyderabad
Experience: 3+ Years in Banking
Industry:
Banking
Key Responsibilities
Portfolio Growth:

  • Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.

Revenue Generation

  • Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more.

Client Acquisition Relationship Management

  • Acquire and manage high-potential clients across business, individual (Resident and NRI) segments.
  • Focus on quality sourcing and onboarding of potential Insignia clients.

Product Penetration

  • Enhance product holding per client and increase exit barriers by offering tailored financial solutions.

Portfolio Management

  • Conduct regular financial check-ups, portfolio reviews, and asset allocations for all clients at defined intervals.

Client Engagement

  • Collaborate with product specialists to provide bespoke wealth and business banking solutions.
  • Partner with Client Experience Managers to ensure top-tier client servicing.

Compliance Documentation

  • Ensure adherence to internal compliance guidelines and improve documentation quality to reduce rejection rates.

360 Client Ownership

  • Provide holistic financial management with full ownership of client relationships.

Interested Candidates Can Share Their Updated Resume At
WhatsApp:

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