52 RBL Bank Jobs
Hiring For Insignia RM role - RBL Bank
RBL Bank
posted 3mon ago
Fixed timing
Key skills for the job
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
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