IDFC FIRST Bank is a leading private sector universal Bank in India. Our vision is to €build a world class bank in India, guided by ethics, powered by technology, and to be a force for social good€.
IDFC Bank was promoted by IDFC Ltd (est. 1997) which was a premier DFI renowned for financing India€™s infrastructure such as roads, ports, and power projects with a balance sheet of Rs. 75,337 crores. Capital First (est. 2012) was a successful technology led NBFC focused on financing consumer and MSME, with strong track record of growth profits and asset quality with a balance sheet of Rs. 27,351 crores. It has provided over 30 million loans & serves 60,000+ villages, cities and towns in India.
Our bank believes in making customer-first products and the first universal bank to offer monthly interest credit on savings accounts, first to announce ZERO FEES on Savings accounts, first to issue life-time free credit cards with no minimum spend conditions, first to offer dynamic and low APR rates, first to announce €never-expiring€ rewards points, and many more. Since the merger, IDFC FIRST Bank has successfully transformed from an infrastructure and corporate financing institution to a diversified retail led financial institution.
Mission: We want to touch the lives of millions of Indians in a positive way by providing affordable high-quality banking products and services to them.
DATE AND TIME:
DATE:26 November
TIME:10.00 AM – 3.00 PM
Fortius Origin, 4th Floor, 7, 80 Feet Rd, Koramangala 1A Block, Koramangala 3 Block, Koramangala, Bengaluru, Karnataka 560034
Contact – Harshita ( 9741234168 )
EXP:5 – 10 years
5-14 Lacs P.A.
JOB LOCATION:Bengaluru
Job description
Role/Job Title: Relationship ManagerFirst Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles and 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
Experience: 5 to 10 years of relevant experience
Write HR- Harshita on your Resume
Role:
Retail Banking SalesIndustry Type:
BankingDepartment:
Sales & Business DevelopmentEmployment Type:
Full Time, PermanentRole Category:
Retail & B2C Sales
Education:
Any Graduate
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