67 Job openings found

- Relationship Management: To grow & maintain high quality, profitable and broad-based relationships with an existing client base. Handle activities ranging from identifying clients financial needs and provide a need-based solution to clients like Payments & Cash Management, Trade Services, Treasury, Investment Banking & Retail Services.- NTB Acquisition: Aggressive sales ...

Job Purpose: The role entails the responsibility of generating gold loan business through different channels. It includes administering and training a team of Direct Selling Teams to expand gold loan business in that locality/branch.   Roles & Responsibilities: Ensuring Monthly Sales targets are meet with acquisition in NTB (New to Bank) and ETB (Existing to Bank) customers. Existing liability customers are pitched ...

  Key Objective of the Job: Acquisition of new clients, managing the exiting portfolio and deliver the desired NTB, Book and Fee based targets for the state of Rajasthan.     Major Deliverables:   Ø  Candidate must Focus on Originating NTB prospects through direct sourcing and open market channels at new locations within Region (Rajasthan). Ø  Managing the ...

Job Description:Roles and ResponsibilityStrategy Sourcing NTB CA – Current Accounts from market & mange portfolio of existing & NTB liability customers with focus on growth in balances, trade and foreign exchange transactions with the objective of providing superior service and deepen relationships.X-sell to liability and asset customers with focus on customers ...

Job Title - Branch Relationship ManagerPlace of work - MumbaiBusiness Unit - Retail Banking    Function -Branch BankingJob Purpose - The role entails scaling up the Retail Banking business for the bankby leading customer service, cross-sell and premium customer acquisition for thebranch. It also entails developing constructive relationships with key local clients andworking closely with them to boost volume of business by establishing a strongfoundation with them as ...

Job Title:  Relationship Manager-NRIDepartment:  Retail BankingJob Purpose:The role entails deepening the relationship by providing solutions to meet the requirements of theNRI customers and ensuring value-added customer service. The role will closely collaborate withthe product and operations teams to drive effective customer acquisition, servicing anddeepening. The role bearer is responsible for ...

ction/ Department: Retail Liabilities Job Purpose: 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. CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. 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, 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 assigned to the RMs. Secondary Responsibilities: Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence. Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team. Client requests and complaints to be addressed efficiently within stipulated timelines. Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team. Managerial and Leadership Responsibilities:  Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight. Attract and retain best-in-class talent for RM's in the region. Monitor key parameters on employee productivity and attrition rates and make necessary improvements. Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.

RM – Emerging Corporate   Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the Emerging corporate/SME sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Emerging Corporate/SME segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities ...

RM – Emerging Corporate   Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the Emerging corporate/SME sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Emerging Corporate/SME segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities ...

Strategy Meet the business objectives initiated by the respective country Business Banking Segment Customer focused need-based selling Deepen customer relationship and maximize penetration Business Achieve MOM Business targets of both NTB & Working Capital as per Performance scorecard. Segment focus, customer focussed needs-based selling Being a Business Clients Acquisition Executive, focus has to be on acquiring new ...