Relationship Manager Sr. Mngr /AVP

Management 2000 Placements And Recruitments

7 - 12 years

12 - 18 Lacs

Mumbai Suburban Navi Mumbai Mumbai (All Areas)

Posted:2 days ago| Platform:

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Skills Required

Wealth Management Portfolio Management HNI Client Handling PMS Relationship Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

To generate revenue, from Exisiting portfolio & sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners.

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.

Preferred candidate profile

Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager, 6+ years Relationship Manager .

Work in close coordination with Client Experience Managers 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”.

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