Relationship Manager Wealth

Were Hiring: Relationship Manager Wealth & Business Banking

Experience: 5+ Years in 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: