IDFC First Bank

1 month ago

Mumbai, India IDFCFirst Bank Full time

Job Title - Relationship Manager - First Wealth

Place of work - Mumbai

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 :

- 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 adherance 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

(ref:iimjobs.com)

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