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RBL FinServe logo

Insignia Relationship Manager

8 - 13 years

9 - 16 Lacs

Thane, Mumbai (All Areas)

Posted:20 hours ago| Platform: Naukri logo

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Skills Required

Portfolio Management Ultra Hni Wealth Management HNI Sales Priority Banking HNI Acquisition Private Wealth HNI Client Handling Preferred Banking Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) 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 B) Position Purpose ities Sr. Key Responsibilities 1 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 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 Managers to deliver superior service to clients. Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation. Ensuring 360 client engagement Total Client Ownership. C) Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA/ Post Graduate Experience Essential - 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

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RBL FinServe
RBL FinServe
www.rblfinserve.com

Financial Services

Mumbai

200 Employees

64 Jobs

    Key People

  • Ajay Sharma

    CEO

  • Neha Gupta

    CFO

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