hireejobs
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

RM Insignia

8.00 to 13.00 Years   Mumbai City   08 Dec, 2023
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 8 - 10 Lakh/Yr
IndustryBFSI
Functional AreaSales / BDEquity Research
EmploymentTypeFull-time

Job Description

    1. Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.
    2. Revenue generation through cross sell of business banking andwealth 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.
    Interested candidates share resume on this number-hidden_mobile.

Keyskills :
cross sellingmutual funds

RM Insignia Related Jobs

© 2019 Hireejobs All Rights Reserved