Kotak Mahindra Bank
Published date: 2024/01/10
- Location: Delhi, India
Role/Job Title: Private Banker - First Private
Business: Retail Banking
Function/ Department: Retail Liabilities
Experience: Minimum 10 years of experience in Wealth Management / Private Banking Business.
Roles & Responsibilities:
'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank
Provide a seamless banking experience from a product and interpersonal point of view
Achieve organizational objectives of high customer satisfaction scores
Acquire Customers through natural market, open market activities, references from Internal sources via existing branch and digital networks network
Secondary Responsibilities :
'Ensure regulatory compliance
High relationship management orientation; ability to forge effective relationships
Strong focus on service delivery
Execution oriented, i.e. driven to achieve results
Managerial & Leadership Responsibilities:
'Team development
Ensuring team is adequately staffed
Target achievement of team members
Key Success Metrics:
AUM target, Revenue Target, New to Wealth customers
Expected to manage a TRV of 70 to 100 Crs and an AUM of 45 to 70 Crs
Business: Retail Banking
Function/ Department: Retail Liabilities
Experience: Minimum 10 years of experience in Wealth Management / Private Banking Business.
Roles & Responsibilities:
'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank
Provide a seamless banking experience from a product and interpersonal point of view
Achieve organizational objectives of high customer satisfaction scores
Acquire Customers through natural market, open market activities, references from Internal sources via existing branch and digital networks network
Secondary Responsibilities :
'Ensure regulatory compliance
High relationship management orientation; ability to forge effective relationships
Strong focus on service delivery
Execution oriented, i.e. driven to achieve results
Managerial & Leadership Responsibilities:
'Team development
Ensuring team is adequately staffed
Target achievement of team members
Key Success Metrics:
AUM target, Revenue Target, New to Wealth customers
Expected to manage a TRV of 70 to 100 Crs and an AUM of 45 to 70 Crs
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