Insignia Relationship Manager || RBL Bank
RBL Bank
posted 19hr ago
Fixed timing
Key skills for the job
Kindly apply on below link.
https://app.candidhr.ai/app/candidate/gAAAAABnyZtfKToEDI2i8TD4lxUADxZM-RhpfDZEXiCYBWtaXnWHFVoJgUg6xjQzwtQ0E-f2cML3JzvMiZ5QBG1rTxwXvJEyvg==/
Job Description
Job Title RM - Insignia Preferred Banking
Department Retail Business Bankers
Grade Manager/SM/AVP
Team size
Job Location
Reporting To
A. 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
B. Position Responsibilities
Sr. Key Responsibilities
1 • 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. • Work in close coordination with Client Experience Managers to deliver superior service to clients. • Ensuring adherence to Compliance processes and guidelines. • Reduce rejection rates and improve quality of documentation. • Ensuring 360° client engagement Total Client Ownership.
C. Qualifications and Experience Requirement
Qualifications
Minimum Graduate
Preferred MBA/ Post Graduate
Experience
Essential Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager 6+ years Relationship Manager 3 6 years
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for RBL Bank Insignia Relationship Manager roles with real interview advice
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