Preferred Relationship Manager
Full time @AV Global Advisory Services posted 3 months ago in BankingJob Detail
-
Salary Yearly
-
Career Level Manager
-
Experience 6 -8 Years
-
Gender Any
-
Qualifications UG
-
LocationChennai, Bangalore, Hyderabad.
Job Description
Urgent Vacancy with Leading Bank
Role – Preferred Relationship Manager
Location – Chennai, Bangalore, Hyderabad
- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
- Revenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Insignia Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager’s to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360° client engagement – “Total Client Ownership