Relationship Manager - Preferred Banking

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

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 Manager’s 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”.