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Hiring For Insignia RM role - RBL Bank

8-13 years

₹ 8 - 17L/yr

Mumbai

15 vacancies

Hiring For Insignia RM role - RBL Bank

RBL Bank

posted 6mon ago

Job Role Insights

Fixed timing

Job Description

Job description

We are pleased to inform you that we have an urgent opening for RM Insignia role for Mumbai () location.

Job details as below:

Job Description for Relationship Manager-Insignia Preferred Banking

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:

1. Increasing the Liability book and Investment AUM portfolio size

through, deepening and new acquisition.

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 client.

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.

Qualification: Graduate

Interested candidate can share their resume on nitin.singh6@rblbank.com




Employment Type: Full Time, Permanent

Functional Areas: Sales

Read full job description

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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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