Relationship Manager
Published date: 2024/01/10
- Location: Hyderabad, Telangana, India
Job Title Relationship Manager
• Insignia Preferred Banking Grade Sr Manager Location /Hyderabad/ A.
Position Purpose 1)To generate revenue, from sourcing new to bank relationships 2)From identified verticals and by cross selling of Wealth and 3)Business banking products to individuals and business owners. B. Position Responsibilities 1Increasingthe Liability book and Investment AUM portfolio through, deepening and newacquisition. 2.Revenue generation through cross sell of business banking and wealth productslike 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 definedfrequency. 7.Collaboration with product specialists to ensure engagement of clients withsuperior and tailored wealth management and businessbanking solutions. 8.Work in close coordination with Client Experience Manager's 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 ClientOwnership'.. C. Qualifications and Experience Requirement Qualifications Essential Graduate or Post Graduate Experience Essential 8 Years
• Insignia Preferred Banking Grade Sr Manager Location /Hyderabad/ A.
Position Purpose 1)To generate revenue, from sourcing new to bank relationships 2)From identified verticals and by cross selling of Wealth and 3)Business banking products to individuals and business owners. B. Position Responsibilities 1Increasingthe Liability book and Investment AUM portfolio through, deepening and newacquisition. 2.Revenue generation through cross sell of business banking and wealth productslike 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 definedfrequency. 7.Collaboration with product specialists to ensure engagement of clients withsuperior and tailored wealth management and businessbanking solutions. 8.Work in close coordination with Client Experience Manager's 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 ClientOwnership'.. C. Qualifications and Experience Requirement Qualifications Essential Graduate or Post Graduate Experience Essential 8 Years
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