Wealth and Business Banking Specialist

3 days ago


Delhi, Delhi, India RBL Bank Full time
Role Summary:

We are seeking a Wealth and Business Banking Specialist 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.

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