Posted By: I mates Consultants | Posted on: October 10, 2019
India Ernakulam/Cochin/Kochi Trivandrum Kollam
400000-750000 RS
3-6
Description:

Profile - Relationship Manager | Preferred 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.

Responsibility 

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

Skills:
wealth management portfolio management client handling


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