Senior Service Relationship Manager
IDFC FIRST Bank
Date: 1 day ago
City: Delhi, Delhi
Contract type: Full time
Job Requirements
Role/Job Title: Senior Service Relationship Manager
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Hyderabad
Roles & Responsibilities
'Application processing for various Products like Mutual Funds, bonds, PMS, AIF, Insurance etc , MIS Preparation for the Sales Numbers of the Wealth Managers. Business reportings in the Sytem. Ensuring Zero rejections in the application Processing.Preparation of Portfolio reports and also Morningstar reports for customer portfolio reviews. Ensuring Mandatory NISM and IRDA Certifications to all Wealth Managers. Compliance to rules and regulations of bank.
Secondary Responsibilities
'Ensuring and monitoring the work assigned to Associate SRM, Service RM's performed with due Diligence. Monitoring the validity of the wealth managers NISM, IRDA certifications on monthly basis. Checking the transaction registers, transaction Filings, Risk Profiling of clients on Weekly basis. Efficient MIS maintainance and also providing necessary Data to Wealth managers and Team Leaders. Co-ordination with the Central team on various quiries and resolving them.
Managerial & Leadership Responsibilities
'Should Ensure the service/operations Team will deliver Efficient seervices to clients and the necessary sales support to Wealth managers
Key Success Metrics
Efficient MIS Preparation. Zero Rejections / NIL FTNR in the Investment Application Processings, Efficient Client Service
Following all Processes of bank and ensuring that work is done as per Process
Role/Job Title: Senior Service Relationship Manager
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Hyderabad
Roles & Responsibilities
'Application processing for various Products like Mutual Funds, bonds, PMS, AIF, Insurance etc , MIS Preparation for the Sales Numbers of the Wealth Managers. Business reportings in the Sytem. Ensuring Zero rejections in the application Processing.Preparation of Portfolio reports and also Morningstar reports for customer portfolio reviews. Ensuring Mandatory NISM and IRDA Certifications to all Wealth Managers. Compliance to rules and regulations of bank.
Secondary Responsibilities
'Ensuring and monitoring the work assigned to Associate SRM, Service RM's performed with due Diligence. Monitoring the validity of the wealth managers NISM, IRDA certifications on monthly basis. Checking the transaction registers, transaction Filings, Risk Profiling of clients on Weekly basis. Efficient MIS maintainance and also providing necessary Data to Wealth managers and Team Leaders. Co-ordination with the Central team on various quiries and resolving them.
Managerial & Leadership Responsibilities
'Should Ensure the service/operations Team will deliver Efficient seervices to clients and the necessary sales support to Wealth managers
Key Success Metrics
Efficient MIS Preparation. Zero Rejections / NIL FTNR in the Investment Application Processings, Efficient Client Service
Following all Processes of bank and ensuring that work is done as per Process
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Assistant Direct Sales Manager
Aditya Birla Capital,
Delhi, Delhi
21 hours ago
This job is provided by apna.co Designation: Relationship Executive / Sr. Relationship ExecutiveEducation: Any GraduatesExperience: Min. 1 Year in any Domain Sales with current companyHiring for the Company: Aditya Birla Health InsuranceCTC: Starting from 3 Lakh / Annum + IncentiveRoles & Responsibilities Identify & conduct daily sales calls for financial planning sessions with clients Acquire customers and generate the targeted...
Partner - Regulatory Affairs
Roche,
Delhi, Delhi
1 week ago
At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections, where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure everyone has access...
Remote Sr Software Developer - Python
Turing,
Delhi, Delhi
1 week ago
Join a leading U.S.-based company as a Sr. Python Developer, where your expertise will drive cutting-edge solutions in technology. Leverage your Python skills to solve complex challenges, optimize processes, and contribute to impactful projects alongside global experts. If you have a passion for innovation and a proven track record in Python development, this role offers the perfect opportunity to elevate...
