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Relationship Manager - Insignia Preferred Banking

8 - 12 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: Less than 10 Job Views: 139

Job Description

 
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    Job Title

    Relationship

    Manager - Insignia Preferred Banking

    Grade

    Sr Manager

    Location

    / Hyderabad/

    A.

    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.

    B.

    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 . .

    C.

    Qualifications and Experience Requirement

    Qualifications

    Essential

    Graduate

    or Post Graduate

    Experience

    Essential

    8

    Years

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Sales/Business Development Manager

Employment Type: Full Time, Permanent

Keyskills

Education-

UG: Any Graduate - Any Specialization

PG:Post Graduation Not Required

Company Profile:

The Ratnakar Bank Limited

RBL Bank is one of India??s fastest growing private sector banks with an expanding presence across the country.

It currently services over 2 million customers through a network of 201 branches and 373 ATMs spread across 16 Indian states and Union Territories. RBL Bank has been recognised by the World Economic Forum as a ??Global Growth Company?? (GCC) . It has also been awarded as ??India??s Best Bank (Growth) ?? in the ??Small - Sized Bank segment?? by Business Today - KPMG Best Bank Study for four consecutive years ?2012, 2013, 2014 and 2015.

Established in 1943, RBL Bank started a transformational journey under a new management team in 2010. Today, the Bank offers specialised services under six business verticals namely: Corporate and Institutional Banking, Commercial Banking, Branch and Business Banking, Agribusiness Banking, Development Banking and Financial Inclusion, Treasury and Financial Markets Operations
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