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Virtual Relationship Manager-First Wealth

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We are looking to hire dynamic, well-rounded personal banking relationship managers for our disruptive and revolutionary digital-led engagement vertical. As a Virtual Wealth Relationship Manager, you will serve our most affluent customers, build deep relationships, provide tailored solutions, drive innovation, and ensure regulatory compliance.

Role/ Job Title: Virtual Wealth Relationship Manager

Business: Retail Banking

Function/ Department: Retail Liabilities

Place of Work: Thane ( Hiranandani Estate ) 

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 –

  1. Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
  2. 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. 
  3. Fully own the book, growth and customer service KPIs for mapped portfolio 
  4. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
  5. Work with internal teams to drive on-ground innovation and bank's strategic initiatives
  6. 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
  7. Enforce strict adherence to the bank's policies and regulatory compliance measures
  8. Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

 

Set alert for similar jobsVirtual Relationship Manager-First Wealth role in Mumbai, India
IDFC FIRST Bank Logo

Company

IDFC FIRST Bank

Job Posted

a year ago

Job Type

Full-time

WorkMode

On-site

Experience Level

3-7 years

Category

Sales and Marketing

Locations

Mumbai, Maharashtra, India

Qualification

Bachelor

Applicants

Be an early applicant

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Virtual Relationship Manager-First Wealth

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Posted: a year ago

The Virtual Relationship Manager for First Wealth in the Retail Banking department will be responsible for enhancing customer engagement, increasing customer satisfaction, and driving mobile banking adoption and cross-sell of products. They will have complete knowledge of the bank's offerings and work towards onboarding customers in the relationship banking program. The role requires solution-oriented thinking, adherence to bank policies and compliance, and providing excellent customer service.