RMPA/ Signature RM - Top Bank

What You'll Do:

RMPA (Relationship Manager - Priority Accounts):
As an RMPA, your primary responsibilities include:

- New to Bank Acquisition: Focus on acquiring high-end current accounts through open market lead generation.
- CASA Target Achievement: Execute effective strategies to close CASA targets (Current Account Savings Account).

 Signature RM (Signature Relationship Manager):
In the role of Signature RM, your key duties involve:

- Liability Book Growth: Increase the size of the Liability book, primarily CASA and other deposits.
- Investment Portfolio Expansion: Grow the Investment portfolio by deepening existing client relationships and acquiring new clients.

Required Candidate Profile:

- Good Interpersonal and Communication Skills: Essential for building and maintaining client relationships.
- Knowledge of CASA Sales and Marketing: Understanding CASA (Current Account Savings Account) sales strategies is crucial.

 Industry Type:

Banking

 Department:

BFSI (Banking, Financial Services, and Insurance), Investments & Trading

 Role:

Relationship Manager

 Role Category:

Banking Operations

 Employment Type:

Full Time, Permanent

Education:

Any Graduate

 Detailed Responsibilities:

RMPA (Relationship Manager - Priority Accounts):
- Identify and prospect high-net-worth individuals and businesses for new current account acquisitions.
- Utilize market knowledge and lead generation techniques to drive open market sales.
- Develop and implement effective strategies to achieve and exceed CASA targets.
- Ensure compliance with banking regulations and internal policies during account acquisition processes.

Signature RM (Signature Relationship Manager):
- Deepen existing client relationships to increase the size of the Liability book, focusing on CASA and other deposit products.
- Identify and pursue opportunities to cross-sell investment products and services to clients.
- Implement proactive strategies to attract new clients and expand the Investment portfolio.
- Provide personalized advisory services to clients on banking and investment products based on their financial goals and risk appetite.

 Required Skills and Competencies:

- Interpersonal Skills: Ability to build strong relationships and communicate effectively with clients.
- Sales and Marketing Acumen: Understanding of CASA sales strategies and techniques.
- Financial Product Knowledge: Familiarity with banking products, investments, and regulatory requirements.
- Problem-Solving Skills: Ability to identify client needs and offer appropriate financial solutions.
- Team Collaboration: Work effectively with internal teams to deliver comprehensive banking solutions.

 Benefits and Perks:

- Competitive salary and performance-based incentives.
- Comprehensive benefits package including health insurance and retirement plans.
- Opportunities for career growth and professional development in the banking sector.
- Dynamic work environment with a focus on innovation and client satisfaction.

This detailed job description outlines the responsibilities, required skills, and career prospects for a Relationship Manager in the banking industry, focusing on acquiring and managing high-value accounts and growing the bank's client base and investment portfolio.