Job Role: Virtual Wealth Relationship Manager
Experience: 4 Years +
Client: IDFC FIRST Bank Limited
Location: Thane( Hiranandani Estate ),Mumbai
Interview Mode: F2F (2 Rounds)
Mode of working: WFO
Week Off will be on rotational basis
Role/ Job Title: Virtual Wealth Relationship Manager
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of Work: Thane ( Hiranandani Estate )
Pick up and drop will be available from certain pick up points
We have started a journey to disrupt & revolutionize the personal banking experience; we want to create the country’s best digital-led engagement vertical to service and engage our most premium customers. This engagement vertical will be enabled by many industry-first people & tech capabilities – advanced customer analytics, unified communications suite, access to 3600 product & servicing suite, hyper-personalization and Generative AI. We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical. As part of this role, you will –
- Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
- Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
- Fully own the book, growth and customer service KPIs for mapped portfolio
- Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
- Work with internal teams to drive on-ground innovation and bank's strategic initiatives
- Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
- Enforce strict adherence to the bank's policies and regulatory compliance measures
- Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines
