Job functions area: Banking / Insurance Location: Surat Experience: 0 - 5 years Skills: CLIENT RELATIONSHIP, TEAM LEAD, LEAD GENERATION, RELATIONSHIP MANAGEMENT, BANKING AND FINANCIAL, Bank Loans, Insurance Salary range: 144,000 to 300,000 annually Education: Any Graduate, This job is provided by Shine.com The original job offer can be found in Kit Job: www.kitjob.in/job/15435940/relationship-officer-kep642-jalalpur/?utm_source=feed-trovit&utm_content=3588596123

Job functions area: Banking / Insurance Location: Surat Experience: 0 - 5 years Skills: CLIENT RELATIONSHIP, TEAM LEAD, LEAD GENERATION, RELATIONSHIP MANAGEMENT, BANKING AND FINANCIAL, Bank Loans, Insurance Salary range: 144,000 to 300,000 annually Education: Any Graduate, This job is provided by Shine.com The original job offer can be found in Kit Job: www.kitjob.in/job/15435940/relationship-officer-kep642-jalalpur/?utm_source=feed-trovit&utm_content=3588596123

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 - Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. - Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. - Ensure quality of sourcing by acquiring Potential Insignia Clients. - Acquiring and managing both business, individual (resident and NRI) clients. - Increase product penetration and exit barriers, by cross- selling more number of products per client. - Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. - Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. - Ensuring adherence to Com

Job functions area: Banking / Insurance Location: Surat Experience: 0 - 5 years Skills: CLIENT RELATIONSHIP, TEAM LEAD, LEAD GENERATION, RELATIONSHIP MANAGEMENT, BANKING AND FINANCIAL, Bank Loans, Insurance Salary range: 144,000 to 300,000 annually Education: Any Graduate, This job is provided by Shine.com The original job offer can be found in Kit Job: www.kitjob.in/job/15435940/relationship-officer-kep642-jalalpur/?utm_source=feed-trovit&utm_content=3588596123

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 - Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. - Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. - Ensure quality of sourcing by acquiring Potential Insignia Clients. - Acquiring and managing both business, individual (resident and NRI) clients. - Increase product penetration and exit barriers, by cross- selling more number of products per client. - Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. - Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. - Ensuring adherence to Com

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