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4.0

based on 9.8k Reviews

Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

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81 IDFC FIRST Bank Jobs

Relationship Manager - First Wealth

5-8 years

₹ 3 - 13L/yr (AmbitionBox estimate)

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This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

New Delhi

1 vacancy

Relationship Manager - First Wealth

IDFC FIRST Bank

posted 14hr ago

Job Description

Job Title - Relationship Manager - First Wealth


Location - Delhi


Business Unit - Retail Banking


Function - 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 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 adherence 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.


Employment Type: Full Time, Permanent

Read full job description

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. What all are the products that you are aware of
Q2. Deal with STR clint and which asset are funding
Q3. What do you know about banking?
View all 6 questions

What people at IDFC FIRST Bank are saying

4.2
 Rating based on 267 Relationship Manager reviews

Likes

Good working place

Dislikes

Not applicable

Read 267 reviews

Relationship Manager salary at IDFC FIRST Bank

reported by 904 employees
₹2 L/yr - ₹9.8 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 9.8k employees
51%
45%
54%
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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