Relationship Manager-First Wealth Job in IDFC
- Idfc First Bank
- 5 to 10 Yrs
- Mohali, Chandigarh
- 1 month ago
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Job Description
- Job Requirements Job Title: Relationship Manager - First Wealth Business Unit: Retail Banking Job Purpose: The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities: CASA value build up and new client acquisition. "- Ensure effective client engagement leading to cross sell. "- Increase in "Product holding per customer" within mapped portfolio. - Ensure all the clients engaged are profiled and presented with suitable banking products. - Ensure monthly operating plan is met to improve scorecard and decile rankings. - Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement. - Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks. - Custodian of the branch vault, manage vault limits, cash and non-cash transactions. - Ensure Nil instances of cash shortage or excess at teller counter. - Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc. - Ensure strict adherance to the bank policies and compliance. Secondary Responsibilities - List the deliverables other than primary, but essential for the role - Perform audit and ensure compliance to internal and external regulations and guidelines - Provide best in-class customer service to all clients to become their primary banker. Educational Qualification: Any Graduate Experience: 5 - 10 Years,
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Not Specified
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager-First Wealth Job in IDFC
Contact Details:
Company: Idfc First BankLocation(s): Mohali, Chandigarh
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Keyskills: Client Engagement New Client Acquisition Banking Products Cash Management Customer Service Compliance Cross Sell
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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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