Senior Sales Manager (Household)

Job Requirements

About the Role

The Associate Relationship Manager – Branch Banking is responsible for managing and expanding a portfolio of key clients within the Retail Liabilities business. This role focuses on acquiring High Net Worth Individuals (HNIs), deepening existing relationships through cross-selling, and delivering personalized banking solutions. The incumbent acts as a trusted advisor, ensuring superior service delivery, portfolio management, and compliance with branch standards, while contributing to strategic initiatives and enhancing the bank’s visibility

Key Responsibilities

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Primary Responsibilities

• Manage and grow a portfolio of key clients by offering need-based solutions to increase their share of wallet.

• Acquire HNI customers and onboard them into the Privilege Banking Program.

• Deepen existing banking relationships through cross-selling of products and solutions.

• Ensure compliance with branch Standard Operating Procedures (SOPs) and maintain control in sales and service processes.

• Serve as a liaison between the bank and key customers, providing complete banking solutions, portfolio management, wealth management, and customer servicing.

Secondary Responsibilities

• Conduct regular activities in the catchment area to acquire HNI customers and enhance IDFC FIRST Bank’s visibility.

• Participate in key central initiatives and actively seek referrals from existing customers.

• Collaborate with team members and support functions to deliver comprehensive product and service offerings to clients.