Posted By: I mates Consultants | Posted on: April 10, 2019
India Chennai
500000-750000 RS
3-9
Description:

Profile - Relationship Manager | Signature Banking | Portfolio Management

Scope of the Role - To generate revenue, from sourcing new to bank relationships from identifiedverticals and by cross selling of Wealth and business banking products to
individuals and business owners.

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.

Ideal Candiate - Candidate with good experience in Wealth Management of atleast 3 years.

Skills:
wealth management portfolio management equity investments


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