Associate Relationship Manager
IDFC FIRST Bank
Date: 1 day ago
City: Khandwa, Madhya Pradesh
Contract type: Full time
Job Requirements
Role/Job Title: Associate Relationship Manager
Business: Retail Liabilities
Function/ Department: 'Branch Banking
Place of work: Branches
Roles & Responsibilities
'a) Managing and Building portfolio of Key Clients by engaging and providing them need based solutions leading to increase in their existing share of wallet
b) Acquiring HNI customers and on-boarding them to Privilege Program
c) Deepening existing banking relationships by Cross selling Products and solutions
d) Ensuring compliance with branch SOP and control in sales and service
e) Acting as an interface between bank and its Key customers to provide complete banking solutions, portfolio Management, Wealth Management and customer servicing
Secondary Responsibilities
'a) Regularly conducting activities in the catchment to acquire HNI customers and build a strong visibility for IDFC First Bank
b) Working on Key Central Initiatives (1 Mn Framework) and seeking regular referrals from existing customers
c) Collaborating with other team members and support functions to provide products and service offerings to customers
Key Success Metrics
NTB acquisitions, Increasing customer share of wallet by deepening and cross selling
Role/Job Title: Associate Relationship Manager
Business: Retail Liabilities
Function/ Department: 'Branch Banking
Place of work: Branches
Roles & Responsibilities
'a) Managing and Building portfolio of Key Clients by engaging and providing them need based solutions leading to increase in their existing share of wallet
b) Acquiring HNI customers and on-boarding them to Privilege Program
c) Deepening existing banking relationships by Cross selling Products and solutions
d) Ensuring compliance with branch SOP and control in sales and service
e) Acting as an interface between bank and its Key customers to provide complete banking solutions, portfolio Management, Wealth Management and customer servicing
Secondary Responsibilities
'a) Regularly conducting activities in the catchment to acquire HNI customers and build a strong visibility for IDFC First Bank
b) Working on Key Central Initiatives (1 Mn Framework) and seeking regular referrals from existing customers
c) Collaborating with other team members and support functions to provide products and service offerings to customers
Key Success Metrics
NTB acquisitions, Increasing customer share of wallet by deepening and cross selling
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