Senior Sales Manager (Household/Current Account) - Pipeline UP/Uttarakhand

Job description

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 es\\\\ 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. What We Are Looking For Education • Graduate in any discipline. Experience • Relevant experience in retail liabilities, relationship management, or HNI banking is preferred. Skills and Attributes • Strong relationship-building and client servicing skills. • Ability to understand customer needs and deliver tailored banking solutions. • Knowledge of retail banking products, especially liabilities and wealth management. • Excellent interpersonal skills. • High level of integrity and commitment to compliance. • Team-oriented with a collaborative mindset. • Proactive approach to customer acquisition and portfolio growth. • Fluent in English with strong business communication skills.