Relationship Manager
RBL Bank · Mumbai · onsite · Posted 43d ago
Undisclosed6–13 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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 Manager’s 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
Work Experience:
6+ years
Any other Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.
Relevant experience as below:
6+ years Relationship Manager
Sourced from naukri
Skills
Aum PortfolioInvestment ProductsLiability SalesPortfolio ManagementLiability ProductsWealth ManagementHNI SalesNRI ServicesInvestment BankingHNI Client Handling
About RBL Bank
RBL Bank
Banking
14.1k+
employees
1943
83 years old
Mumbai, Maharashtra
India
About
This rapidly growing private bank in India provides a wide range of banking services through an extensive branch and ATM network across the country.
Industries
Banking
Employee ratings
4,038 reviews
3.5/ 5
Culture
3.2
Career growth
3.0
Work-life
3.4
Employees rate it well for
Work Culture346Work Life Balance303Salary263Work Environment214Senior Management208
Find them on