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Signature Relationship Manager - RBL Bank

Signature Relationship Manager - RBL Bank

ConfidentialMumbai, Mumbai City, Navi Mumbai
30+ days ago
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
    • Skills Required

      Relationship Management, Banking Products, Portfolio Management, Cross Selling, Communication Skills, Sales

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