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74 RBL Bank Jobs

Hiring For Insignia RM

6-11 years

₹ 8 - 16L/yr

Mumbai

3 vacancies

Hiring For Insignia RM

RBL Bank

posted 8hr ago

Job Role Insights

Fixed timing

Job Description


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 Manager 3 6 years.


Contact Person- Nitin Singh (8657646484)


Employment Type: Full Time, Permanent

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What people at RBL Bank are saying

What RBL Bank employees are saying about work life

based on 3k employees
55%
41%
46%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
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RBL Bank Benefits

Health Insurance
Job Training
Soft Skill Training
Work From Home
Team Outings
Cafeteria +6 more
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