Senior Manager - Leadership and Talent at RBL Bank
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RBL Bank - Relationship Manager - Preferred Banking (3-5 yrs)
Key Responsibilities :
- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
- Revenue generation through cross sell of business banking and wealth products like Trade, Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Insignia (Preferred) Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager's to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
Ensuring 360 degree client engagement - Total Client Ownership
Qualifications Requirement : Graduation/Post Graduation
Experience Requirement : 3-5 Years
Technical Skills/Behavioural Skills Preferred :
- Good interpersonal and communication skills - English & Vernacular
- Good Presentation skills
- Good networking skills - ability to start relationships and guild rapport
- Sound knowledge of Wealth Management Products
- Good analytical skills, ability to understand client needs and sell range of pdts
- Process Orientations - self-discipline to adhere to laid down processes
- Have High integrity and professional values
- Have passion for selling and entrepreneurial orientation
CTC Offered: 7 - 9 LPA
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