Requirement For Relationship Manager Wealth Management

2 - 7 years

4 - 9 Lacs

Posted:1 month ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

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 jayalakshmi.kp@idfcfirstbank.com

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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