Relationship Manager, Leading Pvt Bank, Gujarat

Employer - Leading Pvt Bank

Role     - Relationship Manager

Job Location - Gujarat

Key Responsibilities

1  Increasing the Liability book and Investment AUM portfolio size through, deepening

and new acquisition.

 Revenue generation through cross sell of business banking and wealth products like

Trade Forex, Insurance, Investments, Retail Assets etc.

 Ensure quality of sourcing by acquiring Potential Insignia Clients.

 Acquiring and managing both business, individual (resident and NRI) clients.

 Increase product penetration and exit barriers, by cross- selling more number of

products per client.

 Performing Portfolio allocations, reviews & financial check-ups for each client at

defined frequency.

 Collaboration with product specialists to ensure engagement of clients with superior

and tailored wealth management and business banking solutions.

 Work in close coordination with Client Experience Manager’s to deliver superior service

to clients.

 Ensuring adherence to Compliance processes and guidelines.

 Reduce rejection rates and improve quality of documentation.

 Ensuring 360° client engagement – “Total Client Ownership”.

Please send your CV with below details if this suits your requirement:

1. Current Salary –( Fix + Variable)

2. Expected CTC :

3. Current Employer –( if working)

4. Current Location

5. Notice Period –( if working)

6. Ok for Work from Office from Vadodara, Ahmedabad ,Surat-

7. Total years of experience  in HNI portfolio 

8. Available for F2F interview

Best regards,

Varsha

Phenom Placement

Varsha@phenomplacements.in