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Requirement For Relationship Manager Wealth Management @ Idfc First Bank

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 Requirement For Relationship Manager Wealth Management

Job Description

Role & responsibilities

  • Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring.
  • RM should 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.
  • 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

Preferred candidate profile


We encourage Gender Diversity. Both Male and Female can apply.


If interested kindly share your profile to ja***********p@id**********k.com

Job Classification

Industry: Banking
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Retail Banking Sales
Employement Type: Full time

Contact Details:

Company: Idfc First Bank
Location(s): Chennai

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Keyskills:   Wealth Management Casa Mutual Funds Cross Selling TPP Retail Liabilities Third Party Products HNI Client Handling Investment Products

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Idfc First Bank

About Capital First Limited: CFL is listed on BSE and NSE (Stock Code: CFL). The company provides Mortgage loans to SMEs against pledge of property, Gold Loans to retail customers, Consumer Durable Loans, Two wheeler loans, and senior secured Wholesale loans. During the last year the company expande...