• Relationship Manager - Wealth Management - Banking Jobs in Bangalore,India - 25255094

  • TeamLease
  • Save Job
  • 4 - 5 Years
  • Posted : above 1 month

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 : 30th May 2020

Key Skills:

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