Insignia RM / Signature RM : Wealth / CASA : Chennai

2 - 7 Years

Job Description


There is an urgent opening with leading Bank for below mentioned role.

Role : 
1. RM Singnature  - 6-7 Lacs 
2. RM Insignia - 8-10 Lacs 

Job Responsibilities : 
A. Position Purpose
1)To generate revenue, from sourcing new to bank relationships
2)From identified verticals and by cross selling of Wealth and
3)Business banking products to individuals and business owners.
B. Position Responsibilities
1Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new
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
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 Managers 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.

Interested candidate can revert back with updated resume on 

Any query can call Shrutika : 022-40697708 / 9137236763 

Salary: INR 5,00,000 - 10,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager


Desired Candidate Profile

Please refer to the Job description above


Doctorate:Doctorate Not Required

Company Profile

Quotient Consultancy

Quotient Consultancy
View Contact Details+

Recruiter Name:Shrutika

Contact Company:Quotient Consultancy



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