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 business unit under Branch Banking function, your role is to manage your assigned client portfolio effectively to ensure superior service delivery leading to cross-sell opportunities. Your responsibilities will include: - Building up CASA value and acquiring new clients. - Engaging clients effectively to drive cross-selling. - Increasing the "Product holding per customer" within your portfolio. - Profiling clients and recommending suitable banking products. - Meeting monthly operating plans to improve scorecard rankings. - Coordinating with relationship managers for closure of business loans and other transactions. - Ensuring pr...

Posted 3 weeks ago

AI Match Score

Apply

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 3 months ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.