Relationship Manager-First Wealth Job in IDFC
- Idfc First Bank
- 2 to 6 Yrs
- Other Maharashtra
- 17 days ago
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Job Description
- Role/Job Title:Branch Relationship Manager Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products. Roles and Responsibilities: Primary Responsibilities: Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure itsimplementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Education Qualification: Graduation: Bachelors in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other graduation degree. Experience:2 to 5 years of relevant experience in Banking or allied Business.,
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Recruitment
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager-First Wealth Job in IDFC
Contact Details:
Company: Idfc First BankLocation(s): Other Maharashtra
Keyskills: Banking Solutions Portfolio Management Wealth Management Financial Planning Cross Selling Compliance Sales Service Customer Relationship Management Financial Advisory Services Customer Servicing
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Idfc First Bank
About Capital First Limited: CFL is listed on BSE and NSE (Stock Code: CFL). The company provides Mortgage loans to SMEs against pledge of property, Gold Loans to retail customers, Consumer Durable Loans, Two wheeler loans, and senior secured Wholesale loans. During the last year the company expande...
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