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Job Description Role description JOB DESCRIPTION 1. Position Overview Position Title Key Account Manager Department IDFC First Level/ Band Executive - 204 Role Summary: - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and...

**Key Responsibilities**: **A. Acquisition** - Assist HRM in executing successful micro-events for acquisition of new clients - Acquire new accounts from group companies / family of existing customers - Acquire new accounts from referrals from existing customers **B. Relationship Building / Deepening / Cross Sel**l Ensure consistent growth of the Savings...

Job Description Private Bank, SA - AVP Position Overview Job Title: Private Bank, SA - AVP Location: New Delhi, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As...

Job Description:Job Title: Private Bank, SA - AVPLocation: New Delhi, IndiaRole DescriptionWealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.What we'll offer youAs part of our flexible scheme, here are just...

Job Purpose : A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM's and coach on various investment products available in the bank. Also review the client's investment and update them on regular intervalsKey Accountabilities : Ownership...

Area Manager-Business Banking - Affluent-AFFLUENT-Area Head's Office Job Description AREA MANAGER – BRANCH BANKING JOB ROLE:Achieving the Business Objectives for the Area and meet the value, volume and channel productivity metrics Generation of revenues through sales of CASA, Assets, TFX and Third Party Products like Insurance, General...

**JD for PCG RM**: Reporting to: PCG Desk Head through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month Maintain records of business on internal software CRM etc. industries and managing bank AUM of...

Regional Sales Manager - 811 Digital SalesDepartment 811 Digital Sales Reporting Relationship ZSM 811 Position Grade M5 M6Business Description Regional Sales Manager - 811 Relationship Banking Position Based out of Delhi Job Role Responsibilities Head of relationship banking channel for 811 premium customers Lead a team of Area managers and RMs ...

Job Description AREA MANAGER BRANCH BANKING JOB ROLE: - Achieving the Business Objectives for the Area and meet the value, volume and channel productivity metrics - Generation of revenues through sales of CASA, Assets, TFX and Third Party Products like Insurance, General Insurance etc. through branch channel - Leading Branch Managers, Operation Team and...

Key ResponsibilitiesMonitor real-time trading activities across Equity, Derivatives, Commodity, and Currency segments.Set, review, and manage client exposure limits, margins, and position limits as per SEBI/exchange guidelines.Handle square-off activities in case of margin shortfall or risk breaches.Coordinate with the Dealing Desk, Back Office, and...