Posted By: I Mates Consultants | Posted on: January 14, 2020
India Bengaluru/Bangalore
950000-1500000 RS

Profile - Relationship Manager | Insignia preferred Banking | Wealth Management

Scope of the Role - 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

Job Description -

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.

Ideal Candidate - Ideal candidate would be somebody who is in Banking/Securities/Private Wealth background with a good HNI portfolio and the exposure in handling the same portfolio for atleast 3 years.

Incentive opportunity is upto 2 lak per quarter (performance based)

wealth management portfolio management hni client handling casa

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