IDFC First Bank

1 day ago


Surat Vadodarabaroda, India Acura Solution Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year


Job Description:

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 Graduate



  • IDFC First Bank

    1 day ago


    Surat, Gujarat, India Acura Solution Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job Description:Responsible for achieving the Branch Sales Budgets by managing the daily activities of Branch Sales Team which includes Business Development Executives, Relationship Managers and Branch front desk staff. Overall branch management and Business Development Conducting regular Product and Knowledge trainings for branch banking teams Responsible...

  • IDFC First Bank

    1 day ago


    Surat, Gujarat, India Acura Solution Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job Description:Job Role and Responsibilities:Administer and ensure compliance to all sales practices in branchMaintain the productivity of the sales officers (SOs)Meet the business targetsIdentify sales opportunitiesDirect operational activities on a day-to-day basisGenerate leads for new business and customersPrepare and analyze profit and loss statement...

  • IDFC Bank

    1 day ago


    Ahmedabad Surat, India Acura Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description:Job Title – Senior Relationship ManagerBusiness Unit – Government Banking GroupFunction – Government Banking GroupJob Purpose:The role entails building deep relationships with clients including government bodies, quasi-judicial authorities, autonomous bodies, State Departments, etc in order to maximize profitability and meet targets...

  • IDFC Bank

    1 day ago


    Surat, Gujarat, India Acura Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description:Role/Job Title: Area Head-TradeBusiness: Retail BankingFunction/ Department: Retail LiabilitiesPlace of work: Across Business locationsRoles & Responsibilities:'• Build Trade and forex business for the mapped territory with the help of branches and ensure TFX targets are met • Effective monitoring of regulatory pendencies and getting...

  • IDFC Bank

    1 day ago


    Surat, Gujarat, India Acura Solution Full time ₹ 1,44,000 - ₹ 1,80,000 per year

    Job Description:Job Title - Product Sales Manager-Retail CMSCTC : 12 LPAAge: 36 MaxJob Purpose :"Support to Frontline Retail Sales Team, to guide on Digital Products - viz.. NACH, UPI & Virtual Accounts & assist solution activation.Build up CASA BalancesEnhance Solution Active customers." Roles & Responsibilities: Identify potential clientele for Digital...


  • Vadodara, Gujarat, India Max Life Insurance Full time

    KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead...


  • Vadodara, Gujarat, India Yes Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...


  • Vadodara, Gujarat, India LoudHR Full time

    **Job Summery**: Are you passionate about helping people achieve their financial goals? As a Banking Sales Officer, you’ll be the bridge between customers and our innovative financial solutions. **Roles and Responsibilities**: - Build relationships with customers and understand their needs. - Promote banking products like accounts, loans, and...

  • Sky Phygital

    1 day ago


    Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    DescriptionAs a Sky Phygital - Relationship Manager, you will be the ambassador of our bank's exceptional customer service. Your role is vital in creating a positive and welcoming environment for customers, fostering strong relationships, and providing support from our branches. You will be instrumental in enhancing customer satisfaction and contributing to...


  • Surat, India Kotak Mahindra Bank Full time

    Job Description Company Description Founded in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In 2003, Kotak Mahindra Finance Ltd. transformed into Kotak Mahindra Bank Limited, becoming the first non-banking finance company in India to convert into a bank. With a consolidated balance sheet of over 1 lakh crore and a...