Job Description
Job Title
Relationship Manager - Insignia Preferred Banking
Position Purpose
1)To generate revenue, from sourcing new to bank relationships
2)From identified verticals and by cross selling of Wealth and
3)Business banking products to individuals and business owners.
Position Responsibilities
1Increasingthe Liability book and Investment AUM portfolio through, deepening and newacquisition.
2.Revenue generation through cross sell of business banking and wealth productslike 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
definedfrequency.
7.Collaboration with product specialists to ensure engagement of clients withsuperior and tailored wealth management and
businessbanking 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 ClientOwnership'..
Qualifications and Experience Requirement
Essential
Graduate or Post Graduate
8 Years
Relationship Manager - Insignia Preferred Banking
Position Purpose
1)To generate revenue, from sourcing new to bank relationships
2)From identified verticals and by cross selling of Wealth and
3)Business banking products to individuals and business owners.
Position Responsibilities
1Increasingthe Liability book and Investment AUM portfolio through, deepening and newacquisition.
2.Revenue generation through cross sell of business banking and wealth productslike 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
definedfrequency.
7.Collaboration with product specialists to ensure engagement of clients withsuperior and tailored wealth management and
businessbanking 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 ClientOwnership'..
Qualifications and Experience Requirement
Essential
Graduate or Post Graduate
8 Years
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Insignia Preferred Banking position is now open for candidates interested in the Bank Jobs sector. This role in Secunderabad 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.
