Relationship Manager- Signature Banking

Education : Graduate/MBA / Post Graduate Degree in Financial discipline

AMFI / NISM certified

IRDA Certification

Experience : Relationship Management experience in Banks, NBFC, Brokerage houses

Experience 3 yrs +

Key Skills

- Valuable 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

📌 Relationship Manager - Signature Banking (Delhi)
🏢 RBL Bank
📍 Delhi