Job Description
Job Description for Relationship Manager-Insignia Preferred Banking
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:
• Increasing the Liability book and Investment AUM portfolio
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 Manager's 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'.
Qualification:
Graduate
Work Experience:
5+ years
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House
Relevant experience as below:
Senior Relationship Manager - 6+ years Relationship Manager - - 6 years
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:
• Increasing the Liability book and Investment AUM portfolio
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 Manager's 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'.
Qualification:
Graduate
Work Experience:
5+ years
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House
Relevant experience as below:
Senior Relationship Manager - 6+ years Relationship Manager - - 6 years
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata 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 Bank Jobs is a plus.
