Financial Services Specialist
3 days ago
At RBL Bank, we are committed to delivering exceptional financial services that meet the evolving needs of our clients. We are seeking an experienced Financial Services Specialist to join our team.
About the RoleThis is a key position in our business development team, responsible for driving revenue growth through cross-selling and up-selling of our wealth management and business banking products to individuals and businesses.
The ideal candidate will have a strong understanding of financial markets and instruments, excellent analytical skills, and the ability to communicate complex ideas effectively. They will also possess a deep knowledge of our product offerings, including current accounts, treasury and foreign exchange, lending products, investments, and bancassurance.
We are looking for a seasoned professional with at least 5 years of experience in business banking or wealth management, preferably in a senior relationship manager role. The successful candidate will be able to lead a team of Relationship Managers and develop strategic plans to grow client relationships and increase revenue.
Key Responsibilities:
- Drive revenue growth through cross-selling and up-selling of wealth management and business banking products
- Develop and implement strategic plans to grow client relationships and increase revenue
- Lead a team of Relationship Managers and provide guidance and support as needed
- Collaborate with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions
- Ensure adherence to Compliance processes and guidelines
Required Skills and Qualifications:
- Graduate degree
- 5+ years of experience in business banking or wealth management
- Strong understanding of financial markets and instruments
- Excellent analytical skills and communication skills
- Deep knowledge of our product offerings, including current accounts, treasury and foreign exchange, lending products, investments, and bancassurance
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