Requirement For Relationship Manager Wealth Management @ Idfc First Bank

Home > Retail & B2C Sales

Requirement For Relationship Manager Wealth Management

Idfc First Bank
2 - 7 years
Chennai
6 months ago
Email to a friend
Report this job

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

+ View Contact

Login

Candidates can login here to view contacts and apply.

Sign In Sign Up

Email:

Password:

Password too short

To create your profile, apply for a job or make a registration

Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach Resume Max 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Candidates are expected to provide most recent and accurate profile information, inappropriate content is strictly prohibited!

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

Job seems aged, it may have been expired!
Fraud Alert to job seekers!

₹ Not Disclosed

Job application

We will notify the employer with your details. You can also attach a resume or a cover letter.

Sign In Sign Up

Email:

Password:

Password too short

To create your profile, apply for a job or make a registration

Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Similar positions

Sales Manager - Bancassurance

Axis Max Life

1 - 6 years

tamil nadu

28 days ago

₹ Not Disclosed

Sales Manager - Interior Design

India Realty Services

2 - 7 years

Mumbai

2 days ago

₹ -7 Lacs P.A.

Branch Manager Required in Borawar

IIFL Finance

2 - 7 years

4 days ago

₹ 4-6.5 Lacs P.A.

Opening For Icici Lombard Bank (on Roll)/ Sal Upto 27k...join Today !

ICICI Lombard

0 - 3 years

Mumbai

4 days ago

₹ 1.75-4 Lacs P.A.

Idfc First Bank

How to Apply:\n\nTo schedule your interview call or send your CV through WhatsApp\n\nContact Us: HR Shruti - 7030022495

Requirement For Relationship Manager Wealth Management @ Idfc First Bank

Home > Retail & B2C Sales