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.
We provide comprehensive career transitioning services, including personalized career assessment and counseling to clarify goals.
Our workshops enhance critical skills and offer resume writing services to highlight achievements. We assist in navigating the job market with effective networking strategies and exploration of diverse opportunities. Through mock interviews, we prepare individuals for success and support negotiation of favorable terms.
Beyond transitions, we offer ongoing coaching and support for sustained growth.
At ChangeLeaders, we understand the power of trusted referrals in attracting top talent. Introducing our Candidate Referral Program, designed to honor your efforts in bringing exceptional professionals into our network.
This program offers rewarding opportunities and meaningful connections. Here’s how it works:
When you refer a qualified candidate who successfully joins our network, you not only enrich our community but also unlock valuable rewards. Simply submit the candidate’s details through our online referral portal, and we’ll handle the rest. Once your referral completes onboarding and meets our criteria, you’ll qualify for exclusive rewards like cash bonuses, premium networking events access, and personalized career coaching sessions.
ChangeLeaders Stories is a dynamic platform that serves as a haven for seasoned professionals across diverse domains. Through engaging podcasts, we invite accomplished individuals to unravel their unique career journeys, personal histories, profound learnings, visionary insights, rich experiences, and daunting challenges. Our guests generously share how they navigated obstacles, allowing listeners to glean invaluable lessons.
Our mission is to empower early-career professionals who seek wisdom beyond the confines of their immediate employers. By offering a diverse array of voices from within the same domain, we broaden horizons and foster a community of continuous learning and growth.
With a commitment to quality and authenticity, we produce one compelling podcast episode every week. Our dedication has garnered the admiration of professionals who appreciate our genuine efforts to enrich their professional lives. Join us on ChangeLeaders Stories as we embark on a journey of discovery, enlightenment, and inspiration together.
