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Verified Job Accounting - Finance

PartnerFirst Private

New Delhi, Delhi
Accounting - Finance
#442690
Remote / WFH

Job Description

SkillLabs


Key Relationship Manager - Business Banking
SkillLabs • New Delhi, Delhi • via LinkedIn
7 days ago
Full–time
No Degree Mentioned
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Job description
• Acquire & maintain business banking asset clients for the bank
• Service to the client basis customer's requirement
• Negotiate deals by interacting with people at various levels of the organization and outside environment
• Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance
• Acquiring assets, trade & forex clients and portfolio management.
• Dealing in various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, etc
• Customizing product as per the customer requirements
• Plan the activities to acquire New Client acquisition
• Providing support in all the operational activities of bank
• Coordinating with credit team and other related departments
• To deepen share of wallet for the acquired portfolio
• To support/implement marketing initiatives and lead generation channels
• Sourcing business for credit proposals from corporate
• Act as single point for customer query resolution and compliance
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IDFC FIRST Bank Limited


Partner-First Private
IDFC FIRST Bank Limited • New Delhi, Delhi • via IDFC Bank Careers - IDFC FIRST Bank
Full–time
Apply on IDFC Bank Careers - IDFC FIRST Bank
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Job description
Role/Job Title: Partner - First Private

Function/Department: Retail Liabilities

Job Purpose:

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income

Roles & Responsibilities:
• Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank.
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.
• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

Secondary Responsibilities:
• Ensure regulatory compliance.
• High relationship management orientation; ability to forge effective relationships
Strong focus on service delivery.
• Execution-oriented, i.e. driven to achieve results.

Managerial & leadership responsibilities:
• Team development.
• Ensuring the team is adequately staffed.
• Target achievement of team members.

Education Qualification:

Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.

Post-graduation: MBA, PGDM.

Experience: 10-18 years of relevant experience.
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