Relationship Manager

Talent Leads Consultants
  • Gandhinagar
  • Confidential
  • 3-5 years
  • Views
  • 06 Nov 2017

  • Sales/ Business Development/ Account Management

  • Banking - Corporate
Job Description

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 :

- 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 & 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 Manager's 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- .

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