Relationship Lead-First Wealth

Leading Private Bank


Investment Specialist
Leading Private Bank • Mumbai, Maharashtra • via Workassist.in
12 hours ago
₹28L a year
Full–time
Apply directly on Workassist.in
Apply on Expertini
Apply on Jobs Trabajo.org
Apply on Learn4Good
Apply on WhatJobs
Apply on Jobrapido.com
Apply on Recruit.net
Job description
• Driving MF business through Branch Relationship Managers , doing portfolio reviews.
• Facilitating growth of MF Asset under Management.
• Training and development of Relationship Managers- Branch Banking.
• Ensuring the availability of support system like training, joint calls new product information to achieve the results.
• Thorough knowledge of Investment processes and Regulatory Guidelines.
• Strong Communication skills with assertive attitude.
• Good analytical skills & eye for details.
• Keen eye for market intelligence and competition.
• Strong follow up ability & keene.
Report this listing
More jobs at Leading Private Bank
See web results for Leading Private Bank

IDFC FIRST Bank


Relationship Lead-First Wealth
IDFC FIRST Bank • Navi Mumbai, Maharashtra • via LinkedIn
22 hours ago
Full–time
Apply on LinkedIn
Job description
Job Requirements

Job Requirements

Job Requirements

Role/ Job Title: Lead RM

Function/ 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.