Job Description:

Roles and Responsibilities:

Primary Responsibilities:

- Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
- It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
- Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
- To Enhance & Retain customer profitability by capturing larger share of Wallet.
- Ensuring compliance with branch SOP and control in sales and service.
- Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities:

- Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
- Evaluate the feasibility of current initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
- Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification:

Graduation: Any Graduate

📌 IDFC First Bank / Lead RM / Gujarat (Vadodara)
🏢 Acura Solution
📍 Vadodara