Idfc First Bank
5 days ago
ob Title Relationship Manager - NRI Acquisition RM-NRI Department Business Unit Retail Banking NRI Business Vertical Branch Banking Job Purpose Deepen and manage relationships with NRI customers understanding their financial needs and offering relevant banking solutions Acquire new NRI NTB - New To Bank clients and service existing NRI clients to contribute to the growth of the bank s NRI portfolio Collaborate with product operations and branch teams to ensure seamless delivery of product service offerings Key Responsibilities Below are typical responsibilities Area Responsibilities Client Acquisition Identify and acquire new NRI customers via referrals cold-calling network local partners Client Relationship Retention Maintain ongoing relationships with NRI clients understand their financial goals proactively suggest suitable products ensure high customer satisfaction Sales Cross-Selling Sell a range of NRI banking products savings NRE NRO accounts fixed deposits remittances loans investments insurance etc cross-sell to increase share of wallet Portfolio Management Monitor inflows outflows manage existing NRI portfolios ensure account activation funding track and improve profitability Targets Performance Monitoring Meet exceed defined sales acquisition targets monitor performance regularly implement corrective actions Service Customer Experience Handle customer queries complaints ensure high service standards and speedy resolution maintain accurate records of interactions ensure smooth operations Market Awareness Strategy Stay updated with market trends competitor offerings regulatory changes affecting NRIs suggest or adapt strategies for better acquisition or service Collaboration Coordinate with internal teams products operations legal compliance etc and external partners B2B brokers to support acquisition service efforts Qualifications Experience Typical requirements Educational Qualification Bachelor s degree Finance Commerce Business Administration or related field Some roles may prefer or include postgraduate qualifications MBA PGDM depending on seniority Relevant Experience Varies by location and seniority Often between 2-8 years in banking financial services sales relationship management ideally with experience in NRI products Skills Competencies Excellent communication verbal written and interpersonal skills Strong sales negotiation skills Understanding of financial products deposits remittances investment loans and NRI banking regulations Customer-centric mindset ability to build trust even virtually telephonically with clients Good analytical skills tracking targets monitoring portfolio metrics understanding market trends Tech savvy comfortable using internal bank systems CRM digital tools Metrics of Success Some of the KPIs metrics by which the RM-NRI might be measured Number of new NRI customers acquired NTB count Incremental deposits liabilities from NRI clients volumes of remittances etc Cross-sell rates product per customer Customer satisfaction turnaround time for service issues complaint resolution Retention growth of existing NRI portfolio Key Challenges Implicit Dealing with regulatory compliance aspects specific to NRIs e g tax NRI account rules documentation Making acquisition cost-effective balancing lead generation cost vs value Maintaining service quality when clients are remote possibly overseas time zones communication barriers Ensuring accurate record keeping and operations support
-
IDFC First Bank
6 days ago
bangalore, India Acura Solution Full timeJob Description:Job Description: Private Banker / Partner – First PrivateKey Responsibilities:Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1Wealth Advisory: Provide personalized financial advice, leveraging the...
-
Bangalore, Karnataka, India Acura solutions Full timefor IDFC First BankJob Title Private Banker Partner - First Private -Job Type Full-TimeJob Category Retail BankingDepartment Retail Banking Wealth Management Sales Private Banking GroupLocation BangaloreIDFC FIRST Bank is seeking a highly motivated and experienced Private Banker Partner to join our First Private team in the South region As a Private Banker...
-
Management Information System Coordinator
1 week ago
bangalore, India IDFC BANK LIMITED Full timeCompany DescriptionIDFC BANK LIMITED is a well-established financial services company with its headquarters at Mumbai. Committed to providing exceptional banking and financial solutions, the organization focuses on supporting customers with innovative services. Known for its professional environment, IDFC BANK LIMITED values operational excellence and...
-
Management Information System Coordinator
1 week ago
bangalore, India IDFC BANK LIMITED Full timeCompany DescriptionIDFC BANK LIMITED is a well-established financial services company with its headquarters at Mumbai. Committed to providing exceptional banking and financial solutions, the organization focuses on supporting customers with innovative services. Known for its professional environment, IDFC BANK LIMITED values operational excellence and...
-
Mysuru, Karnataka, India Driveway Solutions ( IDFC Bank FASTAG PROJECT ) Full timeWanted Field Sales Executives For Selling IDFC FIRST BANK Fastag and making Agents for **Selling Fastag.** Executives will have to Onboard Agents **( Shops ) in Mysore City** and on the State & National Highway Surrounding Mysore. Earn 25,000 to 30,000 incentive monthly **VACANCY IS IN Mysore LOCATION** **THIS IS A FIELD JOB REQUIRING YOU TO TRAVEL ON...
-
Manager - Product Manager
2 days ago
Bangalore, India Open Financial Technologies Full timeOPEN is a leading connected finance platform that empowers finance teams to manage their cashflow better by managing all their business finance systems, right from banking to accounting ERP, payments,CRM, HRMS etc. - And was recognised by Forbes India and D Globalist’s as 'Top 10 companies among 200 Companies' and was featured in IDFC FIRST Private Hurun...
-
VP- Enterprise Business
2 weeks ago
bangalore, India Open Financial Technologies Full timeJob Description : VP - Enterprise Business About Open: OPEN is a leading connected finance platform that empowers finance teams to manage their cashflow better by managing all their business finance systems, right from banking to accounting ERP, payments,CRM, HRMS etc. - in one place. OPEN, India's 100th Unicorn, has been awarded the ‘Best Workplace...
-
Developer specialist
4 days ago
Bangalore, India Open Financial Technologies Full timeTally Developer (Integration Specialist) About Open: OPEN is a leading connected finance platform that empowers finance teams to manage their cashflow better by managing all their business finance systems, right from banking to accounting ERP, payments,CRM, HRMS etc. - in one place. OPEN, India's 100th Unicorn, has been awarded the 'Best Workplace 2024' by...
-
Marketing Content Manager
2 days ago
bangalore, India Open Financial Technologies Full timeJob Description : Marketing Manager - Content About Open: OPEN is a leading connected finance platform that empowers finance teams to manage their cashflow better by managing all their business finance systems, right from banking to accounting ERP, payments,CRM, HRMS etc. - in one place. OPEN, India's 100th Unicorn, has been awarded the ‘Best Workplace...
-
Senior Risk Analyst
1 week ago
Bangalore, India Open Financial Technologies Full timeJob Description: Senior Risk Analyst About Open: OPEN is a leading connected finance platform that empowers finance teams to manage their cash flow better by integrating all business finance systems—from banking to accounting ERP, payments, CRM, HRMS, and more—into one unified platform. Recognized as India's 100th Unicorn, OPEN was awarded ‘Best...
