Branch Relationship Manager - First Wealth

Mintskill HR Solutions LLP; India; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Mintskill HR Solutions LLP is seeking a Branch Relationship Manager for First Wealth across multiple locations in India. The role involves leading RM teams, driving engagement across Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth and Insurance products, and scaling cross-sell to improve client product holdings.

The candidate should have a graduate degree with 4–10 years of wealth/HNI relationship management experience, and strong knowledge of banking and investment products.

Qualifications

• Graduate with 4–10 years of wealth and HNI relationship management experience.
• Strong knowledge of banking and investment products and solutions.
• Proven ability to recruit, train and monitor RM performance and guide telecalling to achieve targets.

Responsibilities

• Engage across Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance, and cross-sell to improve product holdings per client.
• Lead and mentor RMs, Sales Planning, Business delivery tracking, and monitor RM performance.
• Drive RM team to achieve goal sheet objectives and revenue targets while ensuring high-quality engagement.
• Onboard account and mutual fund aggregators, and enhance cross-sell in the RM portfolio.
• Promote digital adoption and oversee client outreach programs for RMs.

Skills

Relationship management

Cross-selling

Team leadership

Financial products knowledge

Education

Graduate degree

Job description

Branch Relationship Manager - First Wealth

Multiple locations in India, India | Posted on 07/28/2026

Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is to manage the RMs in the branches. He/she will be responsible for leading the RM agenda:

• Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client.
  
• CASA Value Growth, deepening of existing relationships and acquiring high-quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions.
  
• Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring and reviewing RM Performance, and mentoring individuals for effective telecalling to achieve the defined goals. Also responsible for ensuring adherence to tele calling guidelines as per regulatory industry norms.
  
• Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also responsible for monitoring quality of engagement for the team.
  
• Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions.
  
• Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.
  
• Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book.
  
• Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs.
  

Secondary Responsibilities:

• The incumbent is responsible for ensuring that the RMs deliver quality service to the bank's customers and adhere to processes.
  
• Envisage data-driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team.
  
• Client requests and complaints to be addressed efficiently within stipulated timelines.
  
• Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team.
  

Managerial and Leadership Responsibilities:

• Lead IDFC First's customer-first culture by driving the team to take up high-degree servicing norms to ensure absolute customer delight.
  
• Attract and retain best-in-class talent for RM's in the region.
  
• Monitor key parameters on employee productivity and attrition rates and make necessary improvements.
  
• Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.
  

Requirements

• Graduate - minimum 4 -10 years of experience in wealth and HNI relationship management