Job ID
IERBL0003
Job Title
Signature Banking
Profile
RBL Bank
Priority
High
No.of Positions
20
Experience Required
7+ years
Location
Chennai, Bangalore, Hyderabad
Package
8 LPA
To Join by
Immediate to 3 Months
Key Skills
Trade, Forex, Insurance, Investment, Retail Assets.
Job Description
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 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. Ensuring adherence to Compliance processes and guidelines.
9. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360° client engagement – “Total Client Ownership”.
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. Ensuring adherence to Compliance processes and guidelines.
9. Reduce rejection rates and improve quality of documentation.
10. Ensuring 360° client engagement – “Total Client Ownership”.
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