Senior Wealth Relationship manager
IDFC FIRST Bank
Total years of experience :11 years, 8 Months
Handling Business Banking Group (BBG) Portfolio with overall book size of 25 mln $, CASA 12 mln $, cash credit
limit 25 mln $ and fixed deposit 12.5 mln $.
Co-ordinating with the BBG relationship managers for cross sell of TPP products like Mutual Funds, Insurance,
General Insurance. Relationship management of BBG wealth clients.
A professional credential in Finance & Banking in general Banking Operations, Audit and Compliance, KYC Due Diligence &
new business.
Team management - handling team of 25 people including sales and operations.
Authorization of all transactions- gold loan, cash, cheques, account opening forms processing, forex transactions
including inward and outward transactions, etc.
Audit and compliance drilling including Business Continuity Plan drilling, cash note management, soil note
processing, large transactions reporting, short transactions reporting.
Focusing on achieving customer acquisition, retention & cross sales.
Manage the daily operational activities of the branch.
Maintained inventory & cash at the branch according to Reserve Bank of India Cash Reserve Limit (CRL) guidelines.
First point contact with the customer in the branch to provide customer service and product information. Providing service
to existing and non-existing clients and developing new customer base along with cross sell of financial products to existing
portfolio.
