Relationship Manager - Private Bank

Employer - Leading pvt bank

Profile - Relationship Manager (Manager to AVP grade) (Depend on year of experience they hire you for that designation)

Location - Mumbai (Andheri , Malad, Vashi , Ghatkopar Nerul and South Mumbai)

Responsibilities:

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 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 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 the Client Experience Manager to deliver superior service to clients.

9. Ensuring adherence to Compliance processes and guidelines.

10. Reduce rejection rates and improve quality of documentation.

11. Ensuring 360- client engagement - "Total Client Ownership".

If Interested, please share your CV:

- Current Company
- Current CTC(Fixed)
- Expected CTC
- Total & Relvt. Experience
- Notice Period
- Current Location
- Portfolio Size Handled
- Available for interview on 16th Sep (offline)