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20/03 K Kumar
Senior Consultant at TeamLease

Views:6927 Applications:181 Rec. Actions:Recruiter Actions:55

Relationship Manager - Wealth Management - Banking (4-5 yrs)

Bangalore/Chennai Job Code: 810753

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 Client Experience Manager's 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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