RM Insignia Full-time Job1 month ago - Bank - Gurgaon - 49 views
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
Ensure quality of sourcing by acquiring Potential Insignia Clients.
Acquiring and managing both business, individual (resident and
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
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”.
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
Experience (In Years)
Any Graduate in Any Specialization
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