Relationship Manager/ Sr. Wealth Relationship Manager - Leading Bank

Quotient Consultancy
  • Mumbai
  • Confidential
  • 3-8 years
  • 129 Views
  • 02 Sep 2015
dfdf

  • Sales/ Business Development/ Account Management

  • Investment Banking, Banking - Retail
Job Description

Sr. Key Responsibilities:

1 Increasing the Liability book and Investment AUM 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.
2 Ensure quality of sourcing by acquiring Potential Insignia Clients.Acquiring and managing both business, individual (resident and NRI)clients.
3 Increase product penetration and exit barriers, by cross- selling more number of products per client.Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
3 Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
4 Work in close coordination with Client Experience Managers to deliver superior service to clients.
5 Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation.
6 Ensuring 360 client engagement Total Client Ownership.


Job Posted By

About Organisation

Quotient Consultancy