Insignia Wealth / NR RM - Bank
View: 101
Update day: 06-05-2024
Location: Surat Gujrat Bengaluru / Bangalore Karnataka Mumbai Maharashtra
Category: Finance / Bank / Stock Insurance
Industry: Banking
Position: Domestic Private Banking-Executive/Manager
Job type: Full Time, Permanent
Salary: ₹ 8,00,000 - 15,00,000 P.A.
Experience: 5 - 10 years
Job content
Roles and Responsibilities
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 Managers 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
Desired Candidate Profile
Perks and Benefits
Deadline: 20-06-2024
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