Relationship Manager - Signature Banking

RBL Bank; Mumbai; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

A leading financial institution in Mumbai is seeking an experienced individual for a relationship management role. You will be responsible for achieving business goals, managing client portfolios, and collaborating on tailored banking solutions. The ideal candidate will have an MBA in Finance, 3+ years in Relationship Management, and strong interpersonal skills. This role offers competitive compensation and an opportunity for growth.

Qualifications

• 3+ years in Relationship Management.
• Background in Banks, NBFCs, or Brokerage Houses.

Responsibilities

• Achieve business goals through relationship deepening & new client acquisition.
• Manage Resident & NRI client portfolios.
• Collaborate with product specialists for tailored banking & wealth solutions.
• Deliver superior service with Service Delivery Ambassadors.
• Cross-sell Trade, FX, Wealth & Insurance products.
• Conduct portfolio reviews & financial check-ups.
• Ensure 360 client engagement Total Client Ownership.
• Adhere to compliance and regulatory guidelines.

Skills

Strong interpersonal & communication skills (English & Vernacular)

Excellent presentation & networking abilities

Sound knowledge of banking & wealth products

Analytical mindset with a client-first approach

Process-oriented with high integrity and professionalism

Passionate about sales with an entrepreneurial drive

Education

MBA / Postgraduate in Finance or related discipline

AMFI / NISM Certified

IRDA Certification

Job description

Role & responsibilities

• Achieve business goals through relationship deepening & new client acquisition
• Manage Resident & NRI client portfolios
• Collaborate with product specialists for tailored banking & wealth solutions
• Deliver superior service with Service Delivery Ambassadors
• Cross-sell Trade, FX, Wealth & Insurance products
• Conduct portfolio reviews & financial check-ups
• Ensure 360 client engagement Total Client Ownership
• Adhere to compliance and regulatory guidelines

Key Skills:

• Strong interpersonal & communication skills (English & Vernacular)
• Excellent presentation & networking abilities
• Sound knowledge of banking & wealth products
• Analytical mindset with a client-first approach
• Process-oriented with high integrity and professionalism
• Passionate about sales with an entrepreneurial drive

Education:

• MBA / Postgraduate in Finance or related discipline
• AMFI / NISM Certified
• IRDA Certification

Experience:

• 3+ years in Relationship Management
• Background in Banks, NBFCs, or Brokerage Houses

For Apply Please contact with Him ([e-mail]) Contact Number - 8657646484