Job Description

Position Purpose : The Relationship Manager for Wealth and Business Banking plays a pivotal role in driving revenue growth by sourcing new relationships within identified verticals and effectively cross-selling wealth and business banking products to individuals and business owners. The primary focus is on increasing the bank\'s revenue streams by expanding the Liability book and Investment AUM portfolio through new acquisitions and deepening existing relationships.Responsibilities :- Strategic Growth : Drive the growth of the Liability book and Investment AUM portfolio by actively seeking new business opportunities and deepening existing client relationships.- Revenue Generation : Achieve revenue targets through effective cross-selling of business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets to clients.- Quality Sourcing : Ensure the quality of sourcing by identifying and acquiring Potential Insignia Clients, maintaining high standards in client acquisition.- Client Acquisition and Management : Acquire and manage both business and individual clients, including residents and NRIs, to expand the client base and enhance revenue streams.- Product Penetration : Increase product penetration and exit barriers by cross-selling multiple products per client, thereby maximizing revenue potential.- Financial Advisory : Conduct portfolio allocations, reviews, and financial check-ups for each client at defined frequencies to provide personalized financial advice and solutions.- Collaboration : Collaborate with product specialists to deliver superior and tailored wealth management and business banking solutions that meet the specific needs of clients.- Compliance Adherence : Ensure strict adherence to compliance processes and guidelines to mitigate risks and maintain regulatory compliance.- Documentation Quality : Work towards reducing rejection rates and improving the quality of documentation to streamline processes and enhance client experience. (ref:updazz.com)

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