IDFC First Bank / Branch Relationship Manager / Anand

IDFC First Bank / Branch Relationship Manager / Anand

2 Nos.
88530
Full Time
4.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 12.00 LPA
Sales / BD
Banking/Financial Services
Job Description:

JOB Description:
Principal Responsibilities:

  • A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
  • The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
  • It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
  • Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
  • Designing Portfolio for investments on the basis of risk profile of customers using various applications
  • To Enhance & Retain customer profitability by capturing larger share of Wallet
  • Ensuring compliance and control in sales and service.
  • Deepen the relationship by Cross selling Banks Products.
  • Servicing of High Net Worth customers
Company Profile

We are the first --- to offer monthly credit on savings accounts. Our credit cards have no hidden charges. We offer Lifetime Free without minimum spend conditions, never-expiring rewards points, zero interest on cash withdrawal at ATMs, dynamic low APR and much more. Fees if any are transparent and described neatly in a manner a common person can understand. Every product offered by the --- is customer friendly, most often the best in the industry.

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  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

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