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Client :- RBL Bank
Role: – Relationship Manager – Insignia Preferred Banking/ Wealth/ Trade FX
Posting: – Ahmedabad
Grade-Sr.Manager/AVP
Job Description-:
| Job Title | Relationship Manager – Insignia Preferred Banking |
| Grade | Sr Manager /AVP |
- Position Purpose
| 1)To generate revenue, from sourcing new to bank relationships 2)From identified verticals and by cross selling of Wealth and 3)Business banking products to individuals and business owners. |
- Position Responsibilities
1Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at
defined frequency.
7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and
business banking solutions.
8. Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
9. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve quality of documentation.
11. Ensuring 360° client engagement – “Total Client Ownership”..
- Qualifications and Experience Requirement
| Qualifications | |
| Essential | Graduate or Post Graduate |
| Experience | |
| Essential | 8 Years |
For Management 2000 Placements & Recruitments Pvt., Ltd.,
Seema Kakra
Business Consulting Partner
Contact:+91 7878551502
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