Signature| Relationship Manager

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Signature- Relationship Manager
S
Synergy plus business consulting group
New Delhi, Delhi
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6 hours ago
Full–time
We are a Gurgaon Based leading Recruitment Partner for various Global Industries, Banks, Indian Corporates and MNCs on a PAN India basis for over a decade. We are looking for the suitable candidates for the below-given positions for one of the prestigious private Bank based in Delhi, Pune, Mumbai and Ahmedabad.
• Position Name : Signature- Relationship Manager.

Open position : 5

Budget : Up to 8.50 LPA

Education : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified

IRDA Certification

Experience : Relationship Management experience in Banks, NBFC, Brokerage houses 3 yrs +

Key Skills: Good 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 & 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.
• Position Name : Premium Current Account Relationship Manager (PCARM).

Open Position – 5

Budget : Up to 7.50 LPA

Overall Goal: Current Account RM will be responsible for

 Acquisition of new Business Entity customers and creating CA Book

 Management of Acquired Current Account customers

 Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers

 Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

 Make RBL Bank a primary bank for customer and get maximum wallet share

Key Result / Responsibility Areas:

a) Acquisition of Business Entity (Current Account) customers –

 Acquisition of NTB High Value Current Accounts

 NTB Acquisition of Current accounts dealing in international Trade

 Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc

 Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services

RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.

b) Portfolio Management –

 Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank

 Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided.

 Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage.

 Enhance Values within each of the customer groups by ensuring that a/cs are activated

 Cross Sell Bank Products for revenue generation and engagement

 Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services.

 Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family

 Drive active business transaction through RBL bank account

 Should know the customer's business in order to provide banking and financial solutions

 Register customer for various Direct Banking Channels of the bank

B) Customer Services:

 Ensure quality customer service is delivered

 Recording complaints as per the specified process

 Resolving all complaints received from portfolio customers within the stipulated TAT's and ensure appropriate customer communication on closures

 Preventive complaint management by regular interaction with the customers

C) Target Achievement:

 PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up

 Basis the Target the RM will be tracked on regular basis for achievement of the Targets

 CA RM will be evaluated on Portfolio Score Card

Competencies:

 Sales and Influencing Skills

 Banking Product & Process Knowledge. The candidate should have past experience of Current Account

product & processes, Trade & Forex , Door Step banking and other current account related products.

 Planning and Organizing Skills

 Communication & Writing skills

 Knowledge of Competition & Current trends in financial Industry.

Preferred Sector: BSFI

Education: Post Graduate

Experience: Above 3 years in a Current Account /Trade- Forex sales & / or relationship role in any of the sectors

mentioned above

Reporting: CA RM will report to Branch Managers.
• Insignia RM:

Open Position : 2

Budget : Up to 18 Lacs

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 Manager's to

deliver superior service to clients.

+. Ensuring adherence to Compliance processes and guidelines.

10. Reduce rejection rates and improve quality of documentation.

11. Ensuring 360° client engagement – "Total Client Ownership".

Qualification: Graduate

Work Experience: 5+ years

Any other Experience required/Relevant Business:

Banking / Wealth

Management Experience in Banks, NBFC, brokerage House.

Relevant experience as below:

Senior Relationship Manager –

6+ years Relationship

Manager – 3 – 6 years