Relationship Manager - Insignia Preferred Banking

RBL Bank; Delhi; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

RBL Bank in Delhi is hiring for a Relationship Manager-Insignia Preferred Banking to drive revenue by sourcing new and existing high-net-worth clients and by cross-selling wealth and business banking products.

The role requires a graduate with 5+ years of experience in business banking or wealth management within banks or NBFCs, focusing on portfolio growth, client service, and compliant operations.

Qualifications

• Graduate degree required.
• 5+ years of experience in business banking or wealth management.
• Experience in banks, NBFCs, or brokerage houses.

Responsibilities

• Grow the Liability book and Investment AUM portfolio size through deepening and new acquisition.
• Revenue generation through cross sell of business banking and wealth products.
• Acquire and manage both business and individual (resident and NRI) clients.
• Increase product penetration and client engagement.
• Perform portfolio allocations, reviews & financial check-ups for each client at defined frequency.
• Collaborate with product specialists to tailor wealth management and business banking solutions.
• Work with Client Experience Managers to deliver superior service.
• Ensure compliance with processes and guidelines.
• Improve documentation quality and reduce rejection rates.
• Maintain 360 client engagement – Total Client Ownership.

Skills

Relationship management

Cross-selling

Revenue generation

Portfolio management

Education

Graduate

Job description

Job Description for Relationship Manager-Insignia Preferred Banking

Position Purpose

To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners

Responsibilities

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. Work in close coordination with Client Experience Managers to deliver superior service to clients.
9. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve quality of documentation.
11. Ensuring 360 client engagement – “Total Client Ownership”.
12. Qualification: Graduate
13. Work Experience: 5+ years
14. Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.