Wealth RM, Premium CASA RM

Vrinda Global · posted 21 days ago

Kochi, Thiruvananthapuram +1 morewealth

About the role

Signature Relationship Manager

Job Summary:

The Signature Relationship Manager at RBL Bank plays a pivotal role in driving client relationships by providing tailored financial solutions. This position is centered around nurturing high-value clients, ensuring their banking needs are met, and significantly contributing to the bank's growth.

Key Responsibilities:

Develop and maintain relationships with high-net-worth clients to understand their financial needs.
Provide personalized financial advice and tailored banking solutions to clients.
Execute various customer acquisition strategies to bolster the bank’s clientele.
Monitor client portfolios and suggest investment opportunities aligned with their goals.
Cross-sell bank products to enhance client participation and satisfaction.
Collaborate with internal teams to ensure seamless service delivery and support for clients.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field.
Minimum 3 years of experience in relationship management, preferably in banking or financial services.
Strong understanding of financial products, investment strategies, and market trends.
Excellent communication and interpersonal skills to effectively engage with clients.
Proficient in using CRM software and financial analysis tools.
Ability to work independently and manage multiple client portfolios effectively.

Preferred Qualifications:

Master’s degree in a relevant field or a professional certification (e.g., CFA or CFP).
Proven track record in exceeding sales targets and growing client base.
Established network of contacts in the high-net-worth individual market.

Relationship Manager Premium Acquisition

Job Description

Functional Designation	Relationship Manager - Premium Accounts
Department	Branch and Business Banking
Job	Sales / Acquisition
Location
Reporting To	Senior Relationship Manager - Premium Current Account

A. Position Purpose

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.

B. Position Responsibilities

Sr.	Key Responsibilities
1	New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML
2	Ensure successful onboarding of customer for a smooth transition to branch banking team.
3	Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
4	Activities for lead generation
5	Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer

C. Qualifications and Experience Requirement

Qualifications
Minimum	Graduate with minimum 50%
Preferred	MBA + IRDA qualified
Experience
Essential	- 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language.

D. Competency Requirements

a. Technical Skills

Skill

Attribute

Computer Skills

Good skills of Excel.

Banking Knowledge

Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.

b. Behavioural Skills

Skill	Attribute
Communication Skills	Good written & verbal communication. Fluency in English (written and spoken)
	Presentable and with High Grooming standards

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