Recruiter at Mount Talent Consulting
Views:120 Applications:45 Rec. Actions:Recruiter Actions:0
Relationship Manager - Business Banking (6-11 yrs)
We have an urgent requirement for the below position
Designation : RM- Insignia
Salary : Min 5-12
Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling business banking products to individuals and business owners.
Location : Delhi
Responsibilities
- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
- Revenue generation through cross sell of business banking like Trade Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Insignia Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager's to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360 client engagement
- Total Client Ownership
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
