Requirement For Relationship Manager Wealth Management
- Idfc First Bank
- 2 - 7 years
- Chennai
- 7 months ago
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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: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Full timeContact Details:
Company: Idfc First BankLocation(s): Chennai+ View Contact
Keyskills: Wealth Management Casa Mutual Funds Cross Selling TPP Retail Liabilities Third Party Products HNI Client Handling Investment Products
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