RM Insignia Opening

RM Insignia Opening - RBL Bank Limited

Date Posted: Mar 30, 2020

Job Detail

Location:

Mumbai, Maharashtra, India
Company:

RBL Bank Limited
Type:

Full Time/Permanent
Shift:

First Shift (Day)
Career Level:
Positions:

3
Experience:

4 Year
Gender:

No Preference
Degree:
Apply Before:

Sep 23, 2020

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Job Description

We are pleased to inform you that, we have an urgent job opening for RM - Insignia. Job details as below.

Job Location: Mumbai and Bangalore

Basic Criteria:

Candidate should be Graduate with 50% or above.

He/ She should have good communication skills.

Job Description

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 andwealth 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:

5+ years

Any other Experience required:

Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager - 6+ years Relationship Manager - 3 - 6 years

Interested candidate can shared their resume on swatitopkar4@gmail.com

RoleSales/Business Development Manager

Industry TypeBanking, Financial Services, Broking

Functional AreaSales, Retail, Business Development

Employment TypeFull Time, Permanent

Role CategoryRetail Sales

Education

UG :Any Graduate in Any Specialization

PG :Any Postgraduate in Any Specialization

Doctorate :Doctorate Not Required, Any Doctorate in Any Specialization

Benefits

Skills Required

Job is expired

Company Overview

RBL Bank Limited

New Delhi, Delhi, India

0 Current Jobs Openings

RBL Bank is one of India's fastest growing private sector banks with an expanding presence across the country. The Bank offers specialized services under six business verticals namely: Corporate & Institutional Banking, Commercial Banking, Branch... Read More

Job Detail