IDFC Bank/NRI-RM/Chattisgarh

Job Description:

Job Summary
Define key responsibilities to reflect the duties and responsibilities of this role.
 [Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management
 Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives.
 To provide the face of the Bank to the highest net worth customers of the Bank.
Responsibilities
Strategy
 
 
Generate ne business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
Business
 Achieve the Targets set in terms of product mix
 Induction of all new customers brought in by the Branches & Direct Sales team.
 Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
 Achieve the budgeted cross sell targets.
Processes
 NPS & Customer management
1. Ensure that NPS is at least in second quartile as compared to peers
2. Use the online CMP system diligently and achieve > 75% of their require customer contact each month

Risk Management
RISK MANAGEMENT & COMPLIANCE
 Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
 Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising
officer.
 Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same

 Read, understand and comply with all provisions of the Group Code of Conduct.