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Relationship Manager Wealth

Relationship Manager Wealth

Synergy Plus

3 years

0 Lacs

hyderabad telangana india

Posted:2 weeks ago| Platform:

Apply

Skills Required

portfolio drive management sourcing onboarding engagement compliance documentation

Work Mode

On-site

Job Type

Full Time

Job Description

Were Hiring: Relationship Manager Wealth Business Banking

Location:Hyderabad

Experience: 3+ Years in Banking

Industry:

Banking

Key Responsibilities

Portfolio Growth:

Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.

Revenue Generation

Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more.

Client Acquisition Relationship Management

Acquire and manage high-potential clients across business, individual (Resident and NRI) segments.
Focus on quality sourcing and onboarding of potential Insignia clients.

Product Penetration

Enhance product holding per client and increase exit barriers by offering tailored financial solutions.

Portfolio Management

Conduct regular financial check-ups, portfolio reviews, and asset allocations for all clients at defined intervals.

Client Engagement

Collaborate with product specialists to provide bespoke wealth and business banking solutions.
Partner with Client Experience Managers to ensure top-tier client servicing.

Compliance Documentation

Ensure adherence to internal compliance guidelines and improve documentation quality to reduce rejection rates.

360 Client Ownership

Provide holistic financial management with full ownership of client relationships.

Interested Candidates Can Share Their Updated Resume At

WhatsApp: 9315128588This job is provided by Shine.com

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