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8 IDFC FIRST Bank Relationship Manager Jobs

Relationship Manager-First Wealth (Current Account)

2-7 years

₹ 4.5 - 8.45L/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.

Chennai

5 vacancies

Relationship Manager-First Wealth (Current Account)

IDFC FIRST Bank

posted 21d ago

Job Description

Role/Job Title: Relationship Manager-First Wealth (Current Account)

Function/ Department: Branch Banking

Job Purpose:

The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing client portfolio (Current Account focussed) constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.

Roles and Responsibilities:

Primary Responsibilities:

  • Handling a group of key Current Account Clients providing Financial Advisory Services to the customers.
  • Activating current accounts and Tfx clients on transactions, thereby responsible for current account float delivery against assigned targets.
  • It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
  • Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
  • To Enhance & Retain customer profitability by capturing larger share of Wallet.
  • Ensuring compliance with branch SOP and control in sales and service
  • Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities:

  • Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank.
  • Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
  • Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification:

Graduation: Any Graduate

Experience: 2 to 5 of experience in Sales & Relationship Manager role.


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 Relationship Manager at IDFC FIRST Bank are saying

4.1
 Rating based on 294 Relationship Manager reviews

Likes

Horrible place to be

Dislikes

Everything from management to growth

  • Salary - Bad
  • +6 more
Read 294 Relationship Manager reviews

Relationship Manager salary at IDFC FIRST Bank

reported by 757 employees
₹2 L/yr - ₹10.8 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 10.4k 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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