Job Category: Relationship Manager
Job Type: Full Time
Job Location: All areas in Mumbai
Company Name: One of the Leading Bank
Your consultant for this Job: Mahen - Management 2000 CareerZodiac.comInterested IN this Job?
Yes No- Position Responsibilities
| Sr. | Key Responsibilities |
| 1 | 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 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”. |
- Qualifications and Experience Requirement
| Qualifications | |
| Minimum | Graduate |
| Preferred | MBA/ Post Graduate |
| Experience | |
| Essential | Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager, 6+ years Relationship Manager |