Job Details
Relationship Manager- First Wealth- Drive 2nd May- Chennai
Perambur, Nungambakkam, Besant Nagar, Mylapore
Relationship Lead- FW (South)
Role/ Job Title: Relationship Lead-First Wealth
Function/ Department: Branch Banking.
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
tele calling for achievement of the defined goals. Also responsible for ensuring
adherence with tele calling 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.
Education Qualification:
Graduation: Any Graduate
Experience: 10 to 18 years of relevant experience.