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RM Insignia Full-time Job

1 month ago Bank Gurgaon   49 views
Job Details

Increasing the Liability book and Investment AUM portfolio size

through, deepening and new acquisition.

Revenue generation through cross sell of business banking and

wealth products like Trade Forex, Insurance, Investments, Retail

Assets etc.

Ensure quality of sourcing by acquiring Potential Insignia Clients.

Acquiring and managing both business, individual (resident and

NRI) clients.

Increase product penetration and exit barriers, by cross- selling

more number of products per client.

Performing Portfolio allocations, reviews & financial check-ups for each client at

defined frequency.

Collaboration with product specialists to ensure engagement of

clients with superior and tailored wealth management and

business banking solutions.

Work in close coordination with Client Experience Manager’s to

deliver superior service to clients.

Ensuring adherence to Compliance processes and guidelines.

Reduce rejection rates and improve quality of documentation.

Ensuring 360 client engagement – “Total Client Ownership”.

Any other Experience required:

Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years

Relationship Manager – 3 – 6 years

Experience (In Years)

5-10 Years

Higher Qualification

Any Graduate in Any Specialization

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BanksterIndia - India's Most Popular & Trending JOB site for Banks, Bankers and all professionals related to Banking & Finance industry, BanksterIndia aims to connect with all India's leading Banks, Small Finance Banks, HFC, NBFC, MFI, Insurance, Broking & Securities companies to provide best Manpower services for Pan India. And to develop such a platform where Millions of job opportunities from the BFSI sector can be View, Share, and directly Apply by the professionals. At BanksterIndia we believe in "Connecting Banks & Banking Professionals" for better Banking Facilities. On BanksterIndia we allow Employers to search and hire Fresh/Experienced candidates for their organization and Candidates those are from BFSI background or want to start their career in the same can apply for their Dream Jobs of Banking & Finance.

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Company Description
RBL Bank is an Indian private sector bank headquartered in Mumbai and founded in 1943. It offers services across six verticals: corporate and institutional banking, commercial banking, branch and business banking, retail assets, development banking and financial inclusion, treasury and financial market