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10.0 - 18.0 years
15 - 22 Lacs
ahmedabad, surat, vadodara
Work from Office
Role & responsibilities To generate revenue, from Exisiting NRI 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 Experienced NRI/NRO/NRE RM, with excellent hold on products & compliances. 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”.
Posted Date not available
10.0 - 18.0 years
15 - 22 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Role & responsibilities To generate revenue, from Exisiting NRI 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 Experienced NRI/NRO/NRE RM, with excellent hold on products & compliances. 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”.
Posted Date not available
4.0 - 9.0 years
12 - 15 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Role & responsibilities To generate revenue, from Exisiting NRI 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 Experienced NRI/NRO/NRE RM, with excellent hold on products & compliances. 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”.
Posted Date not available
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