Relationship Lead-First Wealth
Indore, DelhiFull-time4–7 yrsPosted over a month ago
Mid-level finance role at IDFC FIRST Bank in Indore and Delhi. Needs 4+ years and an MBA.
About the role
Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client.
What you'll do
- Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring
- Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms
- Ensuring the RM Team 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 with RMs, support functions in peer group and quality NTB Acquisitions
- Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank
What you need
- Cross-selling
- Sales
- Insurance
- Data analysis