Relationship Lead-First Wealth
IDFC FIRST Bank — Mumbai, MUMBAI
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Job Description
Job Needs Job Expectations
Job Criteria
Position/ Job Title: Lead RM
Function/ Department: Retail Liabilities
Job Purpose:
Incumbents will be driving RMs in the region to meet defined objectives. The job requirement is for running the RMs in the branches. He/she will be accountable for leading the RM agenda:
- Engagement over products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and upgrading Product holding per customer.
- CASA Value Development, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess sound understanding of banking and investment products and solutions.
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Roles & Responsibilities:
- In charge of 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 tasked with guaranteeing adherence with telecalling guidelines as per regulatory industry norms.
- Securing the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, tasked with monitoring quality of engagement for the team.
- Enhancing engagement with HNI customers through customer meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions.
- Securing engagement and coordination with different functional peers to guarantee smooth business delivery from the team over Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.
- Tasked with driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Customer ratios in the managed book.
- Securing Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client organisation outreach programs assigned to the RMs.
Secondary Responsibilities:
- Incumbent is responsible to make sure that the RMs deliver quality service delivery to bank's customers and ensure process adherence.
- Envisage data driven sales plans for the managed book to enhance portfolio quality. Secure regular reviews, daily engagement and training for the team.
- Client organisation requests and complaints to be addressed efficiently within stipulated timelines.
- Guarantee 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 secure 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.
Education Qualification:
Graduation: Any
Post-graduation: MBA/PGDM
Experience: 4+ years of relevant background in sales
This Relationship Lead-First Wealth vacancy is based in Indore.
Frequently Asked Questions
What are the eligibility criteria for the Relationship Lead-First Wealth job at IDFC FIRST Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-10 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Relationship Lead-First Wealth at IDFC FIRST Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Lead-First Wealth at IDFC FIRST Bank.
Is prior experience required for this position?
This role requires around 5-10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Relationship Lead-First Wealth role at IDFC FIRST Bank?
You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.
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