Job Description
Position Purpose:
To generate revenue, from sourcing new to bank relationships
from identified verticals and by cross selling of Wealth and
business banking products to individuals and business owners
Responsibilities:
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. Work in close coordination with Client Experience Manager’s to
deliver superior service to clients.
+. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve quality of documentation.
11. Ensuring 360° client engagement – “Total Client Ownership”.
Insignia RMs should possess a deep understanding of financial products and services, including but not limited to:
- Current Account and Savings Account (CASA): Proficiency in managing and optimizing clients' cash flows through our current and savings account offerings.- Treasury and Foreign Exchange (TFx): Ability to advise clients on foreign exchange transactions, hedging strategies, and treasury products to mitigate currency risks.- Lending Products: Expertise in structuring and recommending lending solutions such as loans, credit lines, and mortgages tailored to clients' financial objectives.- Investments: Sound knowledge of investment products, asset allocation strategies, portfolio management, and market trends to help clients achieve their wealth accumulation goals.- Bancassurance: Understanding of insurance products & risk assessment to provide comprehensive financial solutions and protection for clients and their families.
Qualification: Graduate
Work Experience: 5+ years
Job location : Mumbai / Delhi / Gujarat / Chennai / Bangalore / Cochin / Hyderabad / Goa / Pune / MP / Rajasthan
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.
Relevant experience as :Senior Relationship Manager – 6+ years/ Relationship Manager – 3/6 years
Respective to core domain expertise have Sound knowledge of Wealth, insurance OR business banking Products across Trade, Forex, CMS, Insurance, lending (working capital / term loans)
1. Good analytical skills, ability to understand client needs and sell range of products.2. An individual who is leading team of 6 RMs atleast.3. Knowledge of competitive offering & keeps himself updated.
To generate revenue, from sourcing new to bank relationships
from identified verticals and by cross selling of Wealth and
business banking products to individuals and business owners
Responsibilities:
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. Work in close coordination with Client Experience Manager’s to
deliver superior service to clients.
+. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve quality of documentation.
11. Ensuring 360° client engagement – “Total Client Ownership”.
Insignia RMs should possess a deep understanding of financial products and services, including but not limited to:
- Current Account and Savings Account (CASA): Proficiency in managing and optimizing clients' cash flows through our current and savings account offerings.- Treasury and Foreign Exchange (TFx): Ability to advise clients on foreign exchange transactions, hedging strategies, and treasury products to mitigate currency risks.- Lending Products: Expertise in structuring and recommending lending solutions such as loans, credit lines, and mortgages tailored to clients' financial objectives.- Investments: Sound knowledge of investment products, asset allocation strategies, portfolio management, and market trends to help clients achieve their wealth accumulation goals.- Bancassurance: Understanding of insurance products & risk assessment to provide comprehensive financial solutions and protection for clients and their families.
Qualification: Graduate
Work Experience: 5+ years
Job location : Mumbai / Delhi / Gujarat / Chennai / Bangalore / Cochin / Hyderabad / Goa / Pune / MP / Rajasthan
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.
Relevant experience as :Senior Relationship Manager – 6+ years/ Relationship Manager – 3/6 years
Respective to core domain expertise have Sound knowledge of Wealth, insurance OR business banking Products across Trade, Forex, CMS, Insurance, lending (working capital / term loans)
1. Good analytical skills, ability to understand client needs and sell range of products.2. An individual who is leading team of 6 RMs atleast.3. Knowledge of competitive offering & keeps himself updated.
💡 Quick Summary
Seeking a career-building opportunity? The (17/05/2026) Relationship Manager – Insignia position is now open for candidates interested in the Receptionist & Front office Jobs sector. This role in Central Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Receptionist & Front office Jobs is a plus.
