Senior Wealth Manager

Job Description for Relationship Manager-Insignia Preferred Banking

Position Purpose:

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.

Responsibilities:

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”.

Qualification:

Graduate

Work Experience:

5+ years

Any other Experience required:

Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below:

Experience Level	Years of Experience
Senior Relationship Manager	6+ years
Relationship Manager	3 – 6 years

Job Description created by the HR Department. All rights reserved.