Working Interview - Insignia Relationship Manager, Pune

Contact Person - Arunkumar Dubey (Area Head) 

Drive Timing: 11 to 2:00 PM.

Interview Location

Rbl Bank Ltd : ICC Pune

Address: RBL Bank Ltd., MCCIA Trade Tower, Off International Conventional Centre, Showroom No. 5, Senapati Bapat Road, Pune 411 016

Job Title : Insignia Relationship Manager

Job Location : Multiple Branches in Pune

Job description :

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.

Send your cv on Sagar.namaha@rblbank.com or call on 9510558666 .