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Mousumi Das

HR at Waytogo Consultants

Job Views:  
90
Applications:  38
Recruiter Actions:  0

Job Code

1404616

Senior Relationship Manager - Bank

5 - 8 Years.Mumbai
Posted 1 month ago
Posted 1 month ago

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 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".

Qualification: Graduate/ Post Graduate

Work Experience: 5+ years

Any other Experience required: Relevant Business

- Banking / Wealth

- Management Experience in Banks, NBFC, brokerage House.

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Posted By

user_img

Mousumi Das

HR at Waytogo Consultants

Job Views:  
90
Applications:  38
Recruiter Actions:  0

Job Code

1404616

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