Signature Relationship Manager - RBL Bank

RBL FinServe

4 - 9 years

4 - 9 Lacs

navi mumbai maharashtra india

Posted:1 day ago| Platform: Foundit logo

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Skills Required

relationship management banking products portfolio management cross selling communication skills sales

Work Mode

On-site

Job Type

Full Time

Job Description

Education : Post Graduate/ Graduate Degree in Financial discipline

AMFI / NISM certified
IRDA Certification
Experience : Relationship Management experience in Banks, NBFC, Brokerage houses
Experience 3 yrs +

Key Skills

Good interpersonal and communication skills English & Vernacular
Good Presentation skills & networking skills ability to start relationships and build rapport
Sound knowledge of Banking 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

Key Roles

Achieve personal and business unit goals by implementing a variety of
Relationship deepening technique and new business acquisition activities
Acquiring and managing Resident and NRI clients
Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring 360 client engagement Total Client Ownership
Ensuring adherence to Compliance processes and guidelines

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