Sr. Manager

5 days ago

Ahmedabad Mumbai Surat, India Management2000 Placement And Recruitment Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities

  • Wealth, Investment, Trade FX or Insurance Expert.
  • Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
  • Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF 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 & financial check-ups for each client at defined frequency.

Preferred candidate profile

Relevant Business Banking / Wealth Management / Insurance or Equity or Private Wealth/ PBG/ Private Banking RM Experience in Banks, Wealth Management ,NBFC, Brokerage House. Relevant experience as below: Ar. Mngr / AVP grade Senior Relationship Manager 6+ years

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