IDFC First Bank / RM Head / Gujarat

IDFC First Bank / RM Head / Gujarat

2 Nos.
89460
Full Time
10.0 Year(s) To 15.0 Year(s)
10.00 LPA TO 15.00 LPA
Sales / BD
Banking/Financial Services
Job Description:

Roles and Responsibilities:

Primary Responsibilities:  

  • Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
  • It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
  • Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
  • To Enhance & Retain customer profitability by capturing larger share of Wallet.
  • Ensuring compliance with branch SOP and control in sales and service.
  • Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities: 

  • Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
  • Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
  • Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification

Graduation: Any Graduate

Key Skills :
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.

Apply Now

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