Wealth Relationship Manager || Leading Bank || Vadodara Location

4 - 9 Years
Vadodara
INR 4,50,000 - 7,00,000 PA.
Posted: 28 days agoOpenings: 1Job Applicants: 60Job Views: 134

Job Description

 

Job Description

Job Title

Signature Relationship Manager


Grade

Manager/ Sr. Manager


A. Position Purpose

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

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

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

Qualifications

Essential

Graduate or Post Graduate


Experience

Essential

4 Years


Salary: INR 4,50,000 - 7,00,000 PA.

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

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Mount Talent Consulting Private Limited

Bank
View Contact Details+

Recruiter Name:Kunal Gupta

Contact Company:Mount Talent Consulting Private Limited

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