Relationship Manager Wealth

Waytogo Consultant

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.

7. Collaboration with product specialists to ensure engagement of

clients with superior and tailored wealth management and

business banking solutions.

8. Work in close coordination with Client Experience Managers to

deliver superior service to clients.

9. Ensuring adherence to Compliance processes and guidelines.

10. Reduce rejection rates and improve quality of documentation.

11. Ensuring 360 client engagement Total Client Ownership.

• Experience

  2 - 6 Years

• No. of Openings

  6

• Education

  Post Graduate Diploma

• Role

  Relationship Manager Wealth

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office