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Strategic Account Professional

1 week ago

Delhi, Delhi, India RBL Bank Full time
About the Role:

We are looking for a Strategic Account Professional to join our team at RBL Bank. The successful candidate will be responsible for generating revenue by sourcing new bank relationships from identified verticals and cross-selling wealth and business banking products to individuals and business owners.

Key Responsibilities:

  • Increase the liability book and investment AUM portfolio size through deepening and new acquisition.
  • Generate revenue through cross-selling of business banking and wealth products like trade forex, insurance, investments, and retail assets.
  • Ensure quality of sourcing by acquiring potential Insignia clients.
  • Acquire and manage both business and individual (resident and NRI) clients.
  • Increase product penetration and exit barriers by cross-selling more number of products per client.
  • Perform portfolio allocations, reviews, and financial check-ups for each client at defined frequency.

Requirements:
Graduate with 5+ years of work experience in relevant business banking or wealth management roles. Relevant experience as a Senior Relationship Manager or Relationship Manager is required.

About You:
  • You should have excellent communication and interpersonal skills.
  • You should be able to work in a fast-paced environment and meet deadlines.
  • You should have strong analytical and problem-solving skills.
  • You should be able to collaborate with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.