Relationship Manager Insignia

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”.