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Relationship Manager - Signature banking

Relationship Manager - Signature banking ( Job Ref : UGKUB9319944 )

Mount Talent Consulting Private Limited

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Job Summary

Job Title:
Relationship Manager - Signature banking
Job Location:
Mumbai - Maharashtra
Bangalore - Karnataka
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
    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
    EssentialGraduate or Post Graduate
    Essential8 Years

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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