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Boyen Haddin logo

Insignia Relationship Manager

4 - 9 years

8 - 17 Lacs

Mumbai Suburban, Thane, Mumbai (All Areas)

Posted:21 hours ago| Platform: Naukri logo

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Skills Required

Sales Retail Liabilities HNI Client Handling Portfolio Management Casa HNI Sales HNI Acquisition Preferred Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Insignia Relationship Manager Location: Mumbai Job Summary: Were looking for a Relationship Manager to grow and manage client portfolios, offer tailored financial solutions, and drive business growth. Key Responsibilities: Acquire and manage high-value clients HNI under the Insignia program. Grow liability book and investment AUM through deepening and cross-selling. Offer personalized banking and wealth solutions Mutual Funds, PMS, Insurance, Trade Forex, etc. Ensure superior client service, regular portfolio reviews, and 360 engagement. Drive product penetration and revenue through strong relationship management. Ensure compliance with KYC, AML, and internal processes

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Boyen Haddin
Boyen Haddin

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