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Sr Wealth RM : Leading Bank : Across Mumbai

Sr Wealth RM : Leading Bank : Across Mumbai

Quotient Consultancy

8 - 13 years

10 - 20 Lacs

Mumbai Suburbs Mumbai (All Areas)

Posted:3 months ago| Platform:

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Skills Required

Sales HNI exclusive rm Private Banking Portfolio Management Premier Banking NRI Client Acquisition Priority Banking NRI Services acquire relationship manager Wealth Management portolio Ultra Hni imperia Private Wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate, Urgent opening with leading bank for RM. Designation : Sr Wealth RM CTC : Upto 20 LPA Location : Western • 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. • Increase product penetration and exit barriers, by cross- selling more number of products per client. • Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. • Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. • 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”. Interseted candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

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www.quotientconsultancy.com

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New York

50 Employees

98 Jobs

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