Relationship Manager - Banking Sector

Description:
About the job
Responsibilities:

- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
- Revenue generation through cross sell of business banking and wealth products 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 Managers 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.
Qualifications:

- Candidates must be from the banking sector only.
- Must have AMFI and IRDA certifications.
- Candidates should be based in South Delhi locations only.
- Good communication skills and presentable.
- Candidates with a gap of more than 3 months will not be considered.
- Frequent job switchers cannot be considered.
- Minimum 4 years of experience in the same domain.