Relationship Manager – Insignia Preferred Banking

5 - 8 Years

Job Description

Urgent Opening with One of The Leading Private Sector Bank.

Position - Relationship Manager - Insignia Preferred Banking
Grade - Senior Manager /AVP
Location - Bangalore
Experience - Min 5 Years

A. Position Purpose
1)To generate revenue, from sourcing new to bank relationships
2)From identified verticals and by cross selling of Wealth and
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 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..

C. Qualifications and Experience Requirement
Essential Graduate or Post Graduate

Note: Candidate from Bangalore can only apply.
Interested candidate can inbox their resume at

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time

Key Skills

Desired Candidate Profile

Please refer to the Job description above


Doctorate:Doctorate Not Required

Company Profile

M/s Gi Human Resources And Services Pvt. Ltd.
One of the Leading Private Sector Bank
View Contact Details+

Recruiter Name:Archana Sinha

Contact Company:M/s Gi Human Resources And Services Pvt. Ltd.


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