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4.0

based on 9.9k Reviews

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104 IDFC FIRST Bank Jobs

Relationship Manager - First Wealth

4-9 years

Jaipur

5 vacancies

Relationship Manager - First Wealth

IDFC FIRST Bank

posted 16d ago

Job Description

Job Title - Relationship Manager - First Wealth


Place of work - Jaipur, Rajasthan


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

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IDFC FIRST Bank Interview Questions & Tips

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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?
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What people at IDFC FIRST Bank are saying

4.2
 Rating based on 271 Relationship Manager reviews

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    Read 271 Relationship Manager reviews

    Relationship Manager salary at IDFC FIRST Bank

    reported by 971 employees
    ₹1.7 L/yr - ₹11 L/yr
    20% more than the average Relationship Manager Salary in India
    View more details

    What IDFC FIRST Bank employees are saying about work life

    based on 9.9k 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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