Job Description
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 UHNI 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 Managers to deliver superior service to clients
9
Ensuring adherence to Compliance processes and guidelines
10
Reduce rejection rates and improve quality of documentation
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 UHNI 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 Managers to deliver superior service to clients
9
Ensuring adherence to Compliance processes and guidelines
10
Reduce rejection rates and improve quality of documentation
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Wealth Private Bank position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
