RBL Bank - Relationship Manager - Preferred Banking

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