Insignia Relationship Manager - Bank

Key Skills: High Net Worth Client Portfolio management and acquisition, Wealth management, Business banking, Trade Forex, Revenue Generation.

Job Description:

- Client Engagement by regular client connects, efficient handling of client's complaints & queries, processing of client requests while adhering the TATs

- Ensure quality of sourcing by acquiring potential Insignia Clients.

- Acquiring and managing both business individual(residents & NRI) clients.

- Increase product penetration and exit barriers, by cross selling more numbers of products per clients.

- Performing portfolio allocation, reviews & final checks-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 solution.

- Ensuring adherence to compliance process and guidelines.

- Reduce rejections rates and improve quality of documentations also ensure 360 client engagement - Total Client Ownership

Interested candidates can call/WhatsApp on 7379715444