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64 IDFC FIRST Bank Jobs

Relationship Manager-Current Account

5-10 years

₹ 6 - 13L/yr

Bangalore / Bengaluru

Relationship Manager-Current Account

IDFC FIRST Bank

posted 18hr ago

Job Description

Job Requirements

Role/ Job Title: Relationship Manager - Current Account

Function/ Department: Branch Banking

Job Purpose:

The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals, and managing deliverables.

Roles & Responsibilities:

Primary Responsibilities:

  • CASA values 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-focused 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 reviewing 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 adherence to the bank policies and compliance.

Secondary Responsibilities:

  • 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.

Education Qualification:

Graduation: Any

Post-graduation: Any

Experience: 6+ years of relevant experience.


Employment Type: Full Time, Permanent

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IDFC FIRST Bank Interview Questions & Tips

Prepare for IDFC FIRST Bank Relationship Manager roles with real interview advice

Top IDFC FIRST Bank Relationship Manager Interview Questions

Q1. How to handle Customers and how to convince Customer's..
Q2. Difference b/w current and saving acc Why banking What is repo rate Services of banking Basic banking questions
Q3. why 13yr legal search report is required in mortgage
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What people at IDFC FIRST Bank are saying

4.1
 Rating based on 287 Relationship Manager reviews

Likes

Horrible place to be

Dislikes

Everything from management to growth

  • Salary - Bad
  • +6 more
Read 287 Relationship Manager reviews

Relationship Manager salary at IDFC FIRST Bank

reported by 601 employees
₹2 L/yr - ₹11 L/yr
22% more than the average Relationship Manager Salary in India
View more details

What IDFC FIRST Bank employees are saying about work life

based on 10.2k employees
51%
46%
53%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

IDFC FIRST Bank Benefits

Submitted by Company
Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Team Outings +4 more
Submitted by Employees
Health Insurance
Job Training
Soft Skill Training
Work From Home
Free Transport
Cafeteria +6 more
View more benefits

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