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Relationship Manager - Signature banking ( Job Ref : UGKUB9319944 )
Mount Talent Consulting Private Limited
Job Summary
- Job Title:
- Relationship Manager - Signature banking
- Job Location:
- Mumbai - Maharashtra
Bangalore - Karnataka - Category :
- Business Development / Sales
- Industry:
- Banking / Financial Services / Broking
- Work Type:
- Full Time
- Job Role:
- Sales/BD Manager
- Job Type:
- Regular
- Annual Salary:
- Negotiable
- Experience Required:
- 2-7 Years
Key Skills Sets for This Job:
Retail Assets Business Banking Wealth Management Forex Trading NRI Cross Selling Relationship Management Insurance Finance Banking Products
Job Description
- Job Description
Job TitleRelationship Manager - Signature Banking
GradeSr Manager
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
1Increasing the Liability book and Investment AUM portfolio sizethrough, 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..
C.Qualifications and Experience Requirement
Qualifications
EssentialGraduate or Post Graduate
Experience
Essential8 Years
Mount Talent Consulting Private Limited
Established in : 2007
A-22 2nd Floor, Sector – 04 Noida Noida, Uttar Pradesh - 201301, India
Website : http://www.mountalent.com
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