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Relationship Manager Insignia for Mumbai location

7.00 to 12.00 Years   Mumbai City   03 Oct, 2024
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 8 - 18 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We are pleased to inform you that we have an urgent opening for RM Insignia (Wealth) role for Mumbai location.Below job details for reference.Job Description for Relationship Manager-Insignia Preferred Banking
    • 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: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 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 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 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.
    • Qualification: GraduateWork Experience:5 yearsAny other Experience required:Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager 6 years Relationship Manager 3 6 yearsWork Experience: 5 years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager 6 years Relationship Manager 3 6 years
    • Work Experience: 5 years
    • Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager 6 years Relationship Manager 3 6 years
    Interested candidate can share their resume on hidden_email

Keyskills :
hni salesrelationship managementrelationshiphni acquisitionwealthpreferred bankingburgundy

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