1. 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

- Positive 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

📌 Signature Relationship Manager - RBL Bank (Navi Mumbai)
🏢 RBL Finserve
📍 Navi Mumbai