Relationship Manager-Preferred Banking, Delhi, Salary upto 75K in New Delhi

RBL Bank Limited

  • 5 - 7 years Exp
  • ₹ 58,000 - 75,000
    per month
  • Post graduate
  • Male/Female
  • New Delhi
Preferred Skills
Sales Banking Insurance Trade Forex Mutual Fund Sales Financial Advisory Wealth Management Bonds Sales

Job Description

Key Responsibilities

  1. Increasing the Liability book and Investment AUM portfolio size through, 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 locations, 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

Selection Criteria

  1. Post graduate/ MBA
  2. Minimum 50% in Graduation
  3. 5-7 years knowledge of Banking and Trade Forex is a must
  4. Wealth Management Experience in Banks, NBFC, brokerage House. 

Refer this job to your friend and earn on each selection

x Alert! You are entitled to receive referral rewards if you are logged in as a registered user. Click here to Login or Register

Refer via social media