Job Description : - Increasing the Liability book and Investment AUM (Asset under Management) 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 &amp; 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.&nbsp; - Reduce rejection rates and improve quality of documentation. - Ensuring Proper client engagement - "Total Client Ownership".

Chennai

Mumbai

Relationship Manager - BFSI 

Relationship Manager - BFSI  ,Job Description for Relationship Manager - BFSI  in Acent High Soft Technologies in  Chennai Mumbai for (5-10) years of experience. Apply Now!

Job Description for Relationship Manager - BFSI  in Acent High Soft Technologies in  Chennai Mumbai for (5-10) years of experience. Apply Now!