Senior Consultant & Team Lead at Waytogo Consultants Pvt Ltd
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Relationship Manager - Sales - Investment Product (6-7 yrs)
Position Purpose:
To generate revenue, by sourcing new to-bank relationships from identified verticals and by cross-selling Wealth and business banking products to individuals and business owners
Responsibilities
- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
- Revenue generation through cross-selling of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business and individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross-selling more products per client.
- Performing Portfolio allocations, reviews & and financial check-ups for each client at a defined frequency.
- Collaboration with product specialists to ensure the engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve the quality of documentation.
- Ensuring 360- client engagement - "Total Client Ownership".
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