Relationship Manager-Current Account IDFC FIRST Bank

About IDFC FIRST Bank

Job Description

The role of a Relationship Manager - Current Account in the Branch Banking department involves managing an assigned client portfolio to ensure superior service delivery and promote cross-selling. Key responsibilities include meeting CASA build-up targets, enhancing product holding per customer through cross-selling various banking products, acquiring new clients, and providing assistance to walk-in clients. The position also entails managing cash transactions, fund transfers, deposits, withdrawals, and overall customer service. The primary responsibilities of the role include: - Building up CASA values and acquiring new clients - Engaging effectively with clients to promote cross-selling - Increasing product holding per customer within the assigned portfolio - Profiling clients and recommending suitable banking products - Meeting monthly operating plans to enhance performance metrics - Coordinating with relationship managers for closure of business loans and other transactions - Resolving client queries and complaints promptly to meet NPS benchmarks - Managing branch vault operations and ensuring compliance with cash handling procedures - Updating key registers and reviewing branch reports regularly - Adhering strictly to bank policies and regulatory requirements In addition to the primary responsibilities, the Relationship Manager may also be required to: - Conduct audits to ensure internal and external compliance - Provide exceptional customer service to establish long-term relationships with clients Candidates for this role are required to have a minimum educational qualification of graduation, with post-graduation being optional. The ideal candidate should possess strong communication skills, a customer-focused approach, and a thorough understanding of banking products and services.,