4 - 9 years
4 - 9 Lacs
Posted:1 week ago|
Platform:
Work from Office
Full Time
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
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. Ensuring adherence to Compliance processes and guidelines.
9. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360 client engagement Total Client Ownership.
Banks, NBFC, brokerage House.
3 6 years
Quotient Consultancy
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
Thane, Navi Mumbai, Mumbai (All Areas)
4.0 - 9.0 Lacs P.A.
1.8 - 2.4 Lacs P.A.
3.0 - 3.6 Lacs P.A.
3.0 - 4.2 Lacs P.A.
2.4 - 2.52 Lacs P.A.
Tiruppūr
1.44 - 3.0 Lacs P.A.
2.4 - 3.0 Lacs P.A.
Experience: Not specified
3.0 - 4.8 Lacs P.A.
Barddhamān
2.5 - 3.15 Lacs P.A.
surat, surendranagar, gujarat
5e-05 - 0.0001 Lacs P.A.
