Relationship Manager - Urban Banking - IDFC First Bank

Position Title

Relationship Manager - IDFC First Bank

Department

Partnership Distribution

Level/ Band

301

Reports To

Cluster Manager

Supervises

Bank Urban banking team

Geographic Area Covered

Urban Branch Location

Internal Stakeholders

Training

Channel Marketing

Branch Operations

Product Management

Distribution Operations

External

Channel Partner

Organization Process

Key Contributions

Strategic Business Development

. Delivery of a profitable & sustainable business model

. The role holder should have the ability to achieve goals, efficiently execute target plans aligned with choice priorities

. To plan target achievement, execute key priorities, allocates resources efficiently,

Implements and monitors plans constantly to track progress to accomplish desired goals.

. To be able to multitask and balance competing priorities effectively, understands the value of time and is able to get more done in less time than others, is able to do significant value addition in driving organization goals

Sales & Compliance Management

. To achieve channel targets : Achieve Premium targets as per rolled out channel plan

. To achieve IDFC branch LG/ SP Activation Targets: To track LG productivity on a weekly basis & track Input parameter like leads

. To create healthy pool of lead generation across branch staff

. Ability to set high standards for self. Continuously improve own performance and meet or exceed objectives. Make joint field calls and motivate them to achieve targets.

. To be a Domain Expert: knowledgeable of product, industry norms, financial markets, regulatory norms, channels, emerging trends, new developments

. Should be able to apply the knowledge to enhance business prospects, understand problems and provides proactive solutions basis his specialized knowledge.

. Ensures adherence to policies and procedures to cultivate a compliance culture in the team.

. Maintain and observe Company's internal control standards, implement, and observe the Company's Compliance Policy.

Relationship Management

. Building & Leveraging Relationships: Being able to connect with people naturally, show genuine concern for others,

. Focuses on meeting customer needs both internal and external, able to persuade & influence outcomes without direct controls.

. Develops networks and builds alliances with wide range of stakeholders to facilitate win-win situations.

. Leveraging existing relationships well and is mature in creating strong personal rapport and build long lasting relationship.

Team Management

. Lead by example in all spheres and direction setting.

. Review and track the growth of their individual targets.

. Maintain utmost levels of responsiveness to requirements from the Partners.

. To operate cost effective yet motivating reward and remuneration structures for sales personnel

. Build team spirit and commonality of goal for enhancing sales.

. Liaise with colleagues across the country to impact best practices.

Risk Management

Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status.

Technical

• Product/Subject matter expertise
• Business perspective & planning
• Relationship building to closure
• Finance / Insurance industry awareness
• Self management
• Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising/Leadership skills

Teamwork Skills

.

Influencing skills

Relationship Building skills

.

Decision making skills

.

Essential

Desired

Qualification

Graduate/PG

Experience

3-4 years