IDFC FIRST Bank | Relationship Lead- First Wealth
5 days ago
Role/ Job Title: Relationship Lead-First Wealth
Function/ Department: Branch Banking.
Job Purpose:
Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:
- Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client.
- CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions.
Roles & Responsibilities:
- Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective tele calling for achievement of the defined goals. Also responsible for ensuring adherence with tele calling guidelines as per regulatory industry norms.
- Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team.
- Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions.
- Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.
- Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book.
- Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs.
Secondary Responsibilities:
- Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence.
- Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team.
- Client requests and complaints to be addressed efficiently within stipulated timelines.
- Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team.
Managerial and Leadership Responsibilities:
- Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight.
- Attract and retain best-in-class talent for RM's in the region.
- Monitor key parameters on employee productivity and attrition rates and make necessary improvements.
- Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.
Education Qualification:
Graduation: Any Graduate
Experience: 10 to 18 years of relevant experience.
-
bangalore, India IDFC FIRST Bank Full timeRole/ Job Title: Relationship Lead-First Wealth Function/ Department: Branch Banking. Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business...
-
Relationship Lead- First Wealth
1 day ago
Bangalore, India IDFC FIRST Bank Full timeRole/ Job Title: Relationship Lead-First Wealth Function/ Department: Branch Banking. Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets,...
-
Relationship Lead- First Wealth
5 days ago
Bangalore Urban, India IDFC FIRST Bank Full timeRole/ Job Title: Relationship Lead-First Wealth Function/ Department: Branch Banking. Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business...
-
Relationship Lead- First Wealth
5 days ago
Bangalore Urban, India IDFC FIRST Bank Full timeRole/ Job Title: Relationship Lead-First WealthFunction/ Department: Branch Banking.Job Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking,...
-
IDFC FIRST Bank | Relationship Manager
3 weeks ago
bangalore, India IDFC FIRST Bank Full timeJob Title - Relationship Manager - First WealthPlace of work - BengaluruBusiness Unit - Retail BankingFunction - Branch BankingJob 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...
-
IDFC FIRST Bank | Relationship Manager
1 month ago
bangalore, India IDFC FIRST Bank Full timeRole/Job Title: Relationship Manager–First Wealth Function/ 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...
-
IDFC FIRST Bank | Relationship Manager
2 days ago
bangalore, India IDFC FIRST Bank Full timeJob Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch 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...
-
Relationship Manager
1 month ago
Bangalore, India IDFC FIRST Bank Full timeRole/Job Title : Relationship Manager–First Wealth 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...
-
Relationship Manager
1 month ago
Bangalore Urban, India IDFC FIRST Bank Full timeRole/Job Title: Relationship Manager–First Wealth Function/ 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...
-
Relationship Manager
1 month ago
Bangalore Urban, India IDFC FIRST Bank Full timeRole/Job Title : Relationship Manager–First Wealth 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...
-
bangalore, India IDFC FIRST Bank Full timeRole/ Job Title: Territory Manager - Cross Sell (SME Loans)Function/ Department: Sales Job Purpose: The role bearer has the responsibility of sourcing loans from market using DSAs/DSTs and existing channel partners as well establishing a quality portfolio. It entails managing a team, maintain strong relationships, foster co-operation and communicate...
-
bangalore, India Leading bank Full timeDear Applicants,We are hiring for Sr Wealth Relationship managers for Leading Banks and NBFCs for Bangalore Location.Interested Candidate kindly share profile on associate2@jobsnavigator.co.inCandidate from banking and NBFcs Company should apply for same.Job description as below:Client : Leading bankCTC Package : As per market standardsExperience : 3- 12...
-
bangalore, India Leading bank Full timeDear Applicants, We are hiring for Sr Wealth Relationship managers for Leading Banks and NBFCs for Bangalore Location. Interested Candidate kindly share profile on Candidate from banking and NBFcs Company should apply for same. Job description as below: Client : Leading bank CTC Package : As per market standards Experience : 3- 12 Years KRA :...
-
bangalore, India Leading bank Full timeDear Applicants, We are hiring for Sr Wealth Relationship managers for Leading Banks and NBFCs for Bangalore Location. Interested Candidate kindly share profile on Candidate from banking and NBFcs Company should apply for same. Job description as below: Client : Leading bank CTC Package : As per market standards Experience : 3- 12 Years KRA : ...
-
Product manager
2 weeks ago
Bangalore, India First American Full timeCompany Overview First American (India) is a fully owned subsidiary of the First American Financial Corporation (US) - a leading provider of title insurance, settlement services and risk solutions for real estate transactions since 1889. First American also provides title plant management, home warranty, and banking, trust & wealth management services....
-
bangalore, India First Brands Group, LLC Full timeFirst Brands Group, LLC is the parent company of many of the automotive industry's most recognizable OEM and Aftermarket brands. First Brands Group is a privately held organization and leader in automotive repair and maintenance products. Headquartered in Cleveland, Ohio with operations found around the globe.We are a team of professionals dedicated to...
-
bangalore, India First Brands Group, LLC Full timeFirst Brands Group, LLC is the parent company of many of the automotive industry's most recognizable OEM and Aftermarket brands. First Brands Group is a privately held organization and leader in automotive repair and maintenance products. Headquartered in Cleveland, Ohio with operations found around the globe. We are a team of professionals dedicated to...
-
bangalore, India First Brands Group, LLC Full timeFirst Brands Group, LLC is the parent company of many of the automotive industry's most recognizable OEM and Aftermarket brands. First Brands Group is a privately held organization and leader in automotive repair and maintenance products. Headquartered in Cleveland, Ohio with operations found around the globe.We are a team of professionals dedicated to...
-
Devops manager
3 months ago
Bangalore, India First American Full timeBe part of a transformative team that is shaping the way First American builds and delivers world-class technology products that fuel the real estate industry. We are looking for the best-of-the-best technology experts that will envision, design, build, and deliver innovative solutions that provides exceptional experiences and lasting value to our...
-
Vahura | CEO
1 day ago
bangalore, India Vahura Full timeLocation: Bengaluru Industry: Wealth Management To know more about this role, explore the detailed JD finalized with the client and have a confidential discussion, feel free to write to Rishabh Chopra (Partner, Vahura - ) and Juhi Chandwani (Managing Consultant, Vahura - ). We are exclusively retained to search for a Chief Executive Officer (CEO) to...
