Relationship Manager-First Wealth
Job Fit Check
Base Career helps you apply smarter for this job.
Full Job Posting
Roles and Responsibilities
- CASA value build up and new client acquisition.
- '- Ensure effective client engagement leading to cross sell.
- '- Increase in 'Product holding per customer' within mapped portfolio.
- - Ensure all the clients engaged are profiled and presented with suitable banking products.
- - Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
- - Ensure monthly operating plan is met to improve scorecard and decile rankings.
- - Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.
- - Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- - Custodian of the branch vault, manage vault limits, cash and non-cash transactions.
- - Ensure Nil instances of cash shortage or excess at teller counter.
- - Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.
- - Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
- - Ensure strict adherance to the bank policies and compliance.
Secondary Responsibilities - List the deliverables other than primary, but essential for the role -
- Perform audit and ensure compliance to internal and external regulations and guidelines
- - Provide best in-class customer service to all clients to become their primary banker.
About IDFC FIRST Bank
Indian private sector bank providing comprehensive financial services.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at IDFC FIRST Bank
Business Analyst
Mumbai, IND
IDFC FIRST Bank is seeking an analyst for its Data and Analytics function to support Retail Liabilities, Customer Experience, and Operations. The role includes analytical models, dashboards, campaigns, automation, docume
Analyst - Central Due Diligence
Thāne, IND
IDFC FIRST Bank is seeking an Account Monitoring Analyst for its Central Enhanced Due Diligence team. The role monitors suspicious account activity, investigates transaction patterns, prepares decision-support narratives
Vault Custodian & Teller Authorizer - Cash Processing Center
Bengaluru, IND
Manager-Digital Projects & Partnerships
Mumbai, IND
Business Analyst
Mumbai, IND
Analyst - Central Due Diligence
Thāne, IND
Area Head - JLG
, IND
Senior Relationship Manager
Amritsar, IND
Sales Manager- Gold Loan (Direct)
Secunderabad, IND
Vault Custodian & Teller Authorizer - Cash Processing Center
Bengaluru, IND
Branch Operations & Service Manager
Indore, IND