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RM Insignia ( Preferred Banking)

4.00 to 9.00 Years   Noida   17 Jan, 2024
Job LocationNoida
EducationNot Mentioned
SalaryRs 6 - 10 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Position:RM Insignia ( Preferred Banking) Required for leading bank in Central DelhiLocation: Central DelhiSalary: As per your current CTCJob DescriptionResponsibilities: 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, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential Insignia Clients.4. Acquiring and managing both business, individual (resident andNRI) clients.5. Increase product penetration and exit barriers, by cross- sellingmore number of products per client.6. Performing Portfolioallocations, reviews && financial check-ups for each client atdefined frequency.7. Collaboration with product specialists to ensure engagement ofclients with superior and tailored wealth management andbusiness banking solutions.8. Work in close coordination with Client Experience Managers todeliver 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.

Keyskills :
wealthinvestment

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