Relationship Manager-First Wealth North 2
- Idfc First Bank
- 3 to 7 Yrs
- 5 months ago
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Job Description
- As a Relationship Manager at First Wealth in the Retail Banking branch, your primary role is to manage your assigned client portfolio effectively to ensure superior service delivery and promote cross-selling opportunities. This includes building up CASA as per branch targets, increasing product holding per customer through cross-selling all banking products, acquiring new clients, and managing walk-in clients. You will also be responsible for handling cash transactions, fund transfers, deposits, withdrawals, and managing deliverables. Your key responsibilities will include: - Building up CASA value and acquiring new clients to expand your portfolio. - Engaging with clients effectively to promote cross-selling of banking products. - Increasing the product holding per customer within your mapped portfolio. - Profiling all engaged clients and offering suitable banking products. - Meeting monthly operating plans to improve scorecard and decile rankings. - Coordinating with other relationship managers to close business loans, working capital, POS, CMS, and trade transactions. - Ensuring quick resolution of client queries and complaints to achieve NPS benchmarks. - Managing the branch vault, including cash and non-cash transactions, to prevent instances of cash shortage or excess. - Updating key registers regularly and reviewing branch reports like EOD cash position and Instruments issued. - Adhering strictly to bank policies and compliance regulations. In addition to your primary responsibilities, you will also be expected to: - Perform audits and ensure compliance with internal and external regulations and guidelines. - Provide exceptional customer service to all clients, aiming to become their primary banker. This job requires strong customer service skills, attention to detail, and the ability to work effectively within a team to achieve branch targets and deliver excellent service to clients.,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Not SpecifiedFunctional Area: Not SpecifiedRole/Responsibilies: Relationship Manager-First Wealth North 2Contact Details:
Company: Idfc First BankLocation(s): Ghaziabad,+ View Contact
Keyskills: Cross Selling New Client Acquisition Cash Management Customer Engagement Banking Products Business Loans Working Capital POS CMS Compliance Customer Service
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