• Relationship Manager - Wealth Management - Banking Jobs in Bangalore,India

  • TeamLease

Job Description:

1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition

2 Revenue generation through cross sell of business banking and wealth 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

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 20th Feb 2020

Key Skills:

Company Profile:

Not Mentioned

These free online tutorials may interest you

People who search this job also searched for the following Keywords

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status