Relationship Manager – Signature : Mumbai

2 - 7 Years

Job Description

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

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of TPP, 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. Ensuring adherence to Compliance processes and guidelines.
9. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360 client engagement Total Client Ownership.
sir ye rha jd for singnature banking

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Institutional Sales

Role:Sales/Business Development Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Skill Ventory

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Contact Company:Skill Ventory