RM - INSIGNIA (Preferred Banking)
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
Jd
• 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
Assets etc.
• Ensure quality of sourcing by acquiring Potential Insignia Clients.
• Acquiring and managing both business, individual (resident and
NRI) clients.
• Increase product penetration and exit barriers, by cross- selling
more number of products per client.
• Performing Portfolio
allocations, reviews amp; financial check-ups for each client at
defined frequency.
• 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 Managers 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.
This job is provided by Shine.com
• 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
Assets etc.
• Ensure quality of sourcing by acquiring Potential Insignia Clients.
• Acquiring and managing both business, individual (resident and
NRI) clients.
• Increase product penetration and exit barriers, by cross- selling
more number of products per client.
• Performing Portfolio
allocations, reviews amp; financial check-ups for each client at
defined frequency.
• 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 Managers 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.
This job is provided by Shine.com
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