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Insignia Relationship Manager

BOYEN HADDIN CONSULTING AND TECHNOLOGY PRIVATE LIM ITED

6 - 10 years

7 - 16 Lacs

Mumbai, Mumbai Suburban

Posted:2 weeks ago| Platform:

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Skills Required

Insignia Relationship Management Wealth Management CASA Retail Liabilities Relationship Management Wealth Relationship Management HNI Client Handling

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Work from Office

Job Type

Full Time

Job Description

We are looking for a results-driven professional to grow our Liability book and Investment AUM through deepening existing relationships and acquiring new high-potential Insignia clients, including resident and NRI individuals and businesses. Key responsibilities include cross-selling wealth and business banking products like Trade Forex, Insurance, and Investments, conducting regular portfolio reviews, and enhancing product penetration. The role requires close collaboration with product specialists and Client Experience Managers to deliver tailored financial solutions and superior service. Adherence to compliance, improving documentation quality, and driving 360 client engagement are critical to achieving success in this role.

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