Relationship Manager-First Wealth-North
3 weeks ago
: Relationship Manager-First WealthFunction/ Department:
Branch BankingJob 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 its implementation to improve overall operational efficiency.Collaborate with other branch departments and functions to provide products and service offerings to the customer.Education Qualification
:Graduation: Any GraduateExperience:
5+ years of relevant experience in Banking or allied Business.
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Relationship Manager-First Wealth-North
2 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeRole/Job Title:Relationship Manager-First WealthFunction/ Department:Branch BankingJob 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...
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Partner-First Private-North
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4 weeks ago
New Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Partner - First Private Function/Department: Retail Liabilities Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & Responsibilities: ...
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Private Banker-First Private- North
3 months ago
New Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. ...
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Private Banker-First Private- North
4 weeks ago
New Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. ...
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Partner-first Private-north
2 weeks ago
Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Partner - First Private **Function/Department**: Retail Liabilities **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income **Roles &...
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Partner-First Private-North
2 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Partner - First Private Function/Department: Retail Liabilities Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & Responsibilities: Nurture...
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Private Banker-first Private-north
4 weeks ago
Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...
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Private Banker-First Private- North
2 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income....
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Partner-first Private
4 days ago
Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Partner - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Gurgaon, Noida, Uttarakhand, Uttar Pradesh, Jaipur, Chandigarh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...
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Private Banker-first Private
4 weeks ago
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Private Banker-first Private
4 days ago
Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Noida, Gurugran, Jaipur, Punjab, Uttarakhand, Uttar Pradesh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...
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Vice President of Wealth Management
5 days ago
New Delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...
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Private Banker-first Private
2 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Private Banker - First PrivateBusiness: Retail BankingFunction/ Department: Retail LiabilitiesPlace of work: Delhi, Noida, Gurugran, Jaipur, Punjab, Uttarakhand, Uttar PradeshRoles & Responsibilities:'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST...
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Relationship Manager-Large Liability
5 days ago
New Delhi, India IDFC FIRST Bank Full timeRole/Job Title:Relationship Manager-Large LiabilityFunction/ Department:Wholesale BankingJob Purpose:The job purpose is to source NTB liability customers for the bank and to evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clientsRoles & Responsibilities:Origination of New To Bank (NTBs)...
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Wealth Relationship Head
1 month ago
new delhi, India Corphive Full timeManages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors...
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Relationship Manager-Large Liability
6 days ago
new delhi, India IDFC FIRST Bank Full timeRole/Job Title: Relationship Manager-Large Liability Function/ Department: Wholesale Banking Job Purpose: The job purpose is to source NTB liability customers for the bank and to evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients Roles & Responsibilities: ...
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Relationship Manager-Large Liability
6 days ago
New Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Relationship Manager-Large Liability Function/ Department: Wholesale Banking Job Purpose: The job purpose is to source NTB liability customers for the bank and to evaluate limited credit requirement for generating liability and manage the credit exposure during the life cycle of clients Roles & Responsibilities: Origination...
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Vice President of Wealth Management
5 days ago
delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd.Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...
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Vice President of Wealth Management
5 days ago
delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCR About the Role: A short paragraph summarizing the key role responsibilities. Responsibilities: On boarding of new client acquisition. RM should aspire to have 50...
