Preferred Banking Manager @ Acme Services

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Preferred Banking Manager

Acme Services
4 to 9 Yrs
Multi-City, India
3 years ago
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Job Description

Job description

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 .

Employement Category:

Employement Type: Full time
Industry: Management Consulting / Strategy
Role Category: Others
Functional Area: Not Applicable
Role/Responsibilies: Preferred Banking Manager

Contact Details:

Company: Acme Services
Location(s): Multi-City, India

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Keyskills: investment business banking quality improvement

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Acme Services

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Preferred Banking Manager @ Acme Services

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