Senior Sales Manager (Household)

0 years

0 Lacs

Posted:4 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Requirements

About the RoleThe

Associate Relationship Manager – Branch Banking

is responsible for managing and expanding a portfolio of key clients within the

Retail Liabilities

business. This role focuses on acquiring High Net Worth Individuals (HNIs), deepening existing relationships through cross-selling, and delivering personalized banking solutions. The incumbent acts as a trusted advisor, ensuring superior service delivery, portfolio management, and compliance with branch standards, while contributing to strategic initiatives and enhancing the bank’s visibilityKey Responsibilitieses**

Primary Responsibilities

  • Manage and grow a portfolio of key clients by offering need-based solutions to increase their share of wallet.
  • Acquire HNI customers and onboard them into the Privilege Banking Program.
  • Deepen existing banking relationships through cross-selling of products and solutions.
  • Ensure compliance with branch Standard Operating Procedures (SOPs) and maintain control in sales and service processes.
  • Serve as a liaison between the bank and key customers, providing complete banking solutions, portfolio management, wealth management, and customer servicing.
Secondary Responsibilities
  • Conduct regular activities in the catchment area to acquire HNI customers and enhance IDFC FIRST Bank’s visibility.
  • Participate in key central initiatives and actively seek referrals from existing customers.
  • Collaborate with team members and support functions to deliver comprehensive product and service offerings to clients.
What We Are Looking For
Education
  • Graduate in any discipline.

Experience

  • Relevant experience in retail liabilities, relationship management, or HNI banking is preferred.
Skills and Attributes
  • Strong relationship-building and client servicing skills.
  • Ability to understand customer needs and deliver tailored banking solutions.
  • Knowledge of retail banking products, especially liabilities and wealth management.
  • Excellent interpersonal skills.
  • High level of integrity and commitment to compliance.
  • Team-oriented with a collaborative mindset.
  • Proactive approach to customer acquisition and portfolio growth.
  • Fluent in English with strong business communication skills.

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IDFC FIRST Bank logo
IDFC FIRST Bank

Banking and Financial Services

Chennai

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