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Job | Relationship Manager - Wealth Management

Job | Relationship Manager - Wealth Management ( Job Ref : 3VJYUW284401 )

Mount Talent Consulting Private Limited

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Job Summary

Job Title:
Job | Relationship Manager - Wealth Management
Job Location:
Mumbai - Maharashtra
Category :
Business Development / Sales
Banking / Financial Services / Broking
Work Type:
Full Time
Job Role:
Sales/BD Manager
Job Type:
Annual Salary:
Experience Required:
2-7 Years
Job Description
    Job Description for Relationship Manager-Signature Banking
    Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners

    Responsibilities: 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. Ensuring adherence to Compliance processes and guidelines. 
    9. Reduce rejection rates and improve quality of documentation.
    10. Ensuring 360 client engagement Total Client Ownership.

    Qualification: Graduate
    Work experience: 5+ years
    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
View Contact Details

Contact Person Name: Gaurangi Shukla

Contact Number:8826603311

E-mail ID-1:

Mount Talent Consulting Private Limited

Mount Talent Consulting Private Limited

Established in : 2007

A-22 2nd Floor, Sector – 04 Noida Noida, Uttar Pradesh - 201301, India

Website :

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