5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.
5 Opening(s)
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.50 LPA
IDFC FIRST Bank – Job Description
Position: Assistant Manager / Deputy Manager – CASA Department: Retail Liabilities Location: [Insert Location] Reports To: Branch Manager / Sales Manager – CASA
Role Purpose
To acquire new customers for Current Account and Savings Account (CASA), drive branch customer acquisition targets, ensure quality sourcing and compliance, and ...
5 Opening(s)
5.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 16.00 LPA
Role/Job Title
Trade and Fx Counsellor
Place of work
Mumbai
Geographic Coverage
-
Business
Retail Banking
Function/ Department
Branch Banking
Organizational Relationships
Supervisor Title & Grade
Cluster Head
Scope & Size
Direct Reports
In Direct Reports
Stake Holder Network
Internal Stakeholders
Retail Ops, Product Teams - Assets & Liabilities, Marketing, Risk, IT & Digital teams, HR
External Stakeholders
-
Peers within functions
Peers in other functions
Nature of contribution
Direct
Scope of contribution
Revenue
Job Purpose ...
10 Opening(s)
5.0 Year(s) To 7.0 Year(s)
2.00 LPA TO 3.28 LPA
Job Title: Business Development Officer – CASA Department: Liabilities – Retail Banking Location: [Specify Branch / Region] Reports To: Branch Manager / Sales Manager
Job Purpose:
To drive customer acquisition for Current Account and Savings Account (CASA) and cross-sell bank products while maintaining high service standards and ensuring customer satisfaction.
Key Responsibilities:
Acquire new ...
10 Opening(s)
10.0 Year(s) To 15.0 Year(s)
25.00 LPA TO 35.00 LPA
Role/Job Title: Senior Partner - First Private Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Pan India Roles & Responsibilities: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking experience from ...
5 Opening(s)
4.0 Year(s) To 15.0 Year(s)
5.00 LPA TO 8.00 LPA
JOB SUMMARY
Define key responsibilities to reflect the duties and responsibilities of this role.
Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening
Migrate client transactions to the digital platform
Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...
2 Opening(s)
8.0 Year(s) To 10.0 Year(s)
18.00 LPA TO 20.00 LPA
Roles & Responsibilities:• Enhancement of Deposit pool from Customers• Establishing standards and delivery of service• Sale of non-deposit products. Cross selling targets progressively.• Sale of MF and Insurance products• Fee Income• Branch Administration• Regulatory Compliance• Manage productivity and overall morale of branch team members• Overall responsible for break-even and P&L ...
8 Opening(s)
3.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 8.00 LPA
Job Title: Relationship Manager-NRI
Business Unit: Retail Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 14.00 LPA
Roles and Responsibilities
Manage and lead the branch along with business development
Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products.
Ensuring branch meets its CASA, FD and Third Party Income Targets
Have a strategy plan for achieving the Third-Party products like LI, GI
Building and maintaining ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 14.00 LPA
Roles and Responsibilities
Manage and lead the branch along with business development
Primary focus on driving Acquisition of new customers, deepening the existing book & Cross selling multiple products.
Ensuring branch meets its CASA, FD and Third Party Income Targets
Have a strategy plan for achieving the Third-Party products like LI, GI
Building and maintaining ...