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Relationship Manager-Insignia Preferred Banking

Relationship Manager-Insignia Preferred Banking

Softpath Consulting

4 - 9 years

10 - 16 Lacs

noida

Posted:2 days ago| Platform:

Apply

Skills Required

wealth management hni sales preferred rm imperia rm premier hni premier banking ultra hni hni acquisition preferred banking hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate,

softpathc2@gmail.com

Role & responsibilities

The purpose of this role is to guide and motivate the team of Insignia Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients.
The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.

Preferred candidate profile

Must have
AMFI
and
IRDA certifications
.
Candidates should be
based in Noida only.
Good communication skills and presentable.
Minimum
4 years of experience in the same domain
.

Regards,

Shivani

SoftPath

Consulting

softpathc2@gmail.com

8750040317

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