Employer - Leading pvt bank
Profile - Relationship Manager (Manager to AVP grade) (Depend on year of experience they hire you for that designation)
Location - Mumbai (Andheri , Malad, Vashi , Ghatkopar Nerul and South Mumbai)
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 the Client Experience Manager 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”.
If Interested, please share your CV on reena@phenomplacement.com:-
Total & Relvt. Experience
Current Location
Portfolio Size Handled
Available for interview on 16th Sep (offline)
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