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Rm Insignia Job In Bright It Global Solutions @ Bright IT Global

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 Rm Insignia Job In Bright It Global Solutions

Job Description

    Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners 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 Total Client Ownership.
    Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager
    6+ years Relationship Manager 3 6 years

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Rm Insignia Job In Bright It Global Solutions

Contact Details:

Company: Bright It Global
Location(s): Jaipur

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Keyskills:   retail banking communication skills relationship management sales cross selling

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