Wealth Relationship manager

RBL Bank – Insignia Relationship Manager (Senior Wealth RM)

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Department:

Wealth Management / Retail Banking

Reporting To:

Cluster / Wealth Manager

Role Purpose

Manage and grow a portfolio of affluent and high-net-worth customers under the Insignia Banking segment. Drive wealth revenues through investment, insurance, liabilities, and relationship-led advisory while ensuring superior customer experience.

Key Responsibilities

• Manage an assigned portfolio of affluent/HNI clients.
• Deepen customer relationships and increase wallet share.
• Acquire new Insignia customers through referrals and self-sourcing.
• Cross-sell investment products, mutual funds, PMS, bonds, insurance, and banking solutions.
• Drive CASA, FD, and other liability balances.
• Conduct portfolio reviews and provide suitable wealth solutions.
• Achieve revenue, AUM, and product penetration targets.
• Ensure regulatory compliance and process adherence.
• Coordinate with product specialists and branch teams for client servicing.

Eligibility

• Graduate/Postgraduate in any discipline.
• 5+ years of experience in Wealth Management, Priority Banking, Preferred Banking, Private Banking, or Retail Liabilities.
• Strong understanding of investment and insurance products.
• NISM/AMFI certification preferred.

Key Skills

• Relationship Management
• Wealth & Investment Advisory
• Portfolio Management
• Sales & Business Development
• Customer Acquisition and Retention
• Communication & Negotiation Skills

Key Performance Indicators (KPIs)

• AUM Growth
• Revenue Generation
• CASA & Liability Growth
• Investment and Insurance Sales
• Client Acquisition & Retention
• Customer Satisfaction Scores