4 - 9 years
8 - 10 Lacs
Posted:None|
Platform:
Work from Office
Full Time
Dear Candidate
Urgent opening with leading Bank for Signature RM
Education : Post Graduate/ Graduate Degree in Financial discipline
AMFI / NISM certified
IRDA Certification
verticals and by cross selling of Wealth and business banking products to
individuals and business owners
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products
like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of
products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at
defined frequency.
7. Collaboration with product specialists to ensure engagement of clients with
superior and tailored wealth management and business banking solutions.
8. Ensuring adherence to Compliance processes and guidelines.
9. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360 client engagement “Total Client Ownership”.
Quotient Consultancy
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