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Job Description
The job description (JD) for a Select Relationship Manager (RM) at IndusInd Bank involves managing and growing the liability and asset base of premium clients. Key responsibilities include acquiring new clients, cross-selling various bank and third-party products, providing service to clients, and ensuring compliance with the bank's processes. Candidates should have a graduate or postgraduate degree, preferably with a finance background, and 2 years of experience as an RM, with sales-based incentive experience being a plus. Key responsibilities
- Client acquisition and management: Acquire new clients and grow the liability base for existing premium customers.
- Cross-selling: Sell a range of products including assets, wealth management, and other third-party offerings to enhance revenue per client.
- Client servicing: Provide comprehensive banking and product-related services to clients.
- Campaign participation: Actively participate in marketing campaigns for liability and other products.
- Compliance: Adhere strictly to the bank's processes and have a high focus on compliance.
Qualifications and requirements
- Education: Graduate or postgraduate degree, with a postgraduate degree in Finance or Commerce being preferred.
- Experience: 4-6 years of experience in the banking industry, with at least 2 years in a Relationship Manager role.
- Certifications: Valid AMFI/IRDA certifications are preferred, and older certificates may be considered if validity has expired.
- Behavioral traits: Self-motivated, strong communication and interpersonal skills, and the ability to work under pressure.
- Customer base: Candidates with an existing set of customers are preferred.
- Sales experience: Experience in a sales-based incentive role is a plus. Role & responsibilities
Preferred candidate profile
Skills
CasaWealth ManagementPortfolio ManagementRetail LiabilitiesTPPRelationship ManagementCasa SalesHNI Client HandlingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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