Urgent Vacancy For Relationship Manager Insignia Preferred in Kolkata

RBL Bank

4 - 9 years

8 - 14 Lacs

kolkata

Posted:1 hour ago| Platform:

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Skills Required

banking sales financial services sales banking products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Insignia RMs should possess a deep understanding of financial products and services, including but not limited to:

Current Account and Savings Account (CASA):
Proficiency in managing and optimizing clients' cash flows through our current and savings account offerings.
Treasury and Foreign Exchange (TFX):
Ability to advise clients on foreign exchange transactions, hedging strategies, and treasury products to mitigate currency risks.
Lending Products:
Expertise in structuring and recommending lending solutions such as loans, credit lines, and mortgages tailored to clients' financial objectives.
Investments:
Sound knowledge of investment products, asset allocation strategies, portfolio management, and market trends to help clients achieve their wealth accumulation goals.
Bancassurance:
Understanding of insurance products & risk assessment to provide comprehensive financial solutions and protection for clients and their families.

Candidates from the below vertical can apply for this role.

Preferred RM / Imperia RM
Wealth RM / Privilege RM
Burgundy RM / BBRM
Select RM / Exclusive RM / Pioneer RM
Privilege / Insignia RM
Portfolio RM
First RM

Wealth RMs from Wealth advisory firms can also apply

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