IDFC Bank / Relationship Manager - First Wealth / Kanpur
4 Nos.
95399
Full Time
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Sales / BD
Banking/Financial Services
Job Description:
Principal Responsibilities:
- A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
- The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
- Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
- Designing Portfolio for investments on the basis of risk profile of customers using various applications
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring compliance and control in sales and service.
- Deepen the relationship by Cross selling Banks Products.
Servicing of High Net Worth customers
Key Skills :
Company Profile
We are the first --- to offer monthly credit on savings accounts. Our credit cards have no hidden charges. We offer Lifetime Free without minimum spend conditions, never-expiring rewards points, zero interest on cash withdrawal at ATMs, dynamic low APR and much more. Fees if any are transparent and described neatly in a manner a common person can understand. Every product offered by the --- is customer friendly, most often the best in the industry.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.