A Leading Bank Hiring For Wealth Manager Profile

8 - 13 Years
Ahmedabad, Surat, Vadodara, Ankleshwar, Rajkot
Not Disclosed by Recruiter
Applicants need to go to the venue mentioned or call on the number provided below
Posted: 9 days agoOpenings: 1Job Applicants: 24Job Views: 85

Job Description


Job Description

Job Title

Relationship Manager - Insignia Preferred Banking


Sr Manager /AVP

A. Position Purpose

1)To generate revenue, from sourcing new to bank relationships

2)From identified verticals and by cross selling of Wealth and

3)Business banking products to individuals and business owners.

B. Position Responsibilities

1Increasing the Liability book and Investment AUM portfolio sizethrough, 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"..

C. Qualifications and Experience Requirement



Graduate or Post Graduate

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager

Employment Type:Full Time, Permanent


Desired Candidate Profile

Please refer to the Job description above


PG:Post Graduation Not Required

Company Profile

Mount Talent Consulting Private Limited

A leading staffing company
View Contact Details+

Recruiter Name:Kunal Gupta

Contact Company:Mount Talent Consulting Private Limited