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Job Location | Kolkata |
Education | Not Mentioned |
Salary | Rs 9 - 16 Lakh/Yr |
Industry | Banking / Financial Services |
Functional Area | Sales / BD |
EmploymentType | Full-time |
We are hiring for RM- Insignia for a Reputed Private Bank forHyderabad Location.Designation:- RM InsigniaGrade- AVP/ Sr. ManagerJob Responsibility:-1 Increasing the Liability book and Investment AUM portfolio size through, deepening and newacquisition.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 perclient.6. Performing Portfolio allocations, reviews && financial check-ups for each client atdefined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailoredwealth management and business banking solutions.8. Work in close coordination with Client Experience Managers 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.C. Qualifications and Experience RequirementEssential Graduate or Post Graduate.Interested candidates can share resume on hr.spbcgroup@gmail.com or call 9870434422.
Keyskills :
forexsalesnisalestradehniclientshniacquisitionhniclienthandlingwealthmanagementpreferredbankingportfoliomanagement