Relationship Manager-First Wealth North 2 IDFC FIRST Bank

3.0 - 7.0 years

0 Lacs

ghaziabad, uttar pradesh

On-site

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 pro...

Posted 2 months ago

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Wealth Relationship Manager Boyen Haddin Consulting & Technology Pvt Ltd

3.0 - 7.0 years

0 Lacs

meerut, uttar pradesh

On-site

You will be responsible for CASA Sales targeting HNI Clients with a minimum of 3 years of relevant experience. Your primary roles and responsibilities will include building up CASA value and acquiring new clients. It is crucial to engage effectively with clients to enhance cross-selling opportunities and increase the product holding per customer within your portfolio. You will need to profile all engaged clients and recommend suitable banking products accordingly. In addition, you will be required to achieve the monthly operating plan to enhance scorecard and decile rankings. Collaborating with relationship managers is essential for closing business loans, working capital, POS, CMS, and trad...

Posted 3 months ago

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