IDFC First Bank
1 day ago
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
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