Relationship Manager

4 weeks ago


Jaipur, Rajasthan, India IDFC FIRST Bank Full time
Job Title Relationship Manager - First Wealth

As a key member of our team, the Relationship Manager will be responsible for managing an assigned client portfolio to ensure superior service delivery and drive cross-selling opportunities. This includes building up CASA (Current Account and Savings Accounts) as per branch targets, increasing product holdings per customer through the cross-sale of all banking products, acquiring new clients, and managing walk-in clients.

The ideal candidate will have excellent communication skills, be solution-oriented, and possess a customer-centric approach. They will be responsible for ensuring effective client engagement, creating a customer-focused approach for quick resolution of queries and complaints, and maintaining accurate records and reports.

Key Responsibilities
  • CASA value build-up and new client acquisition
  • Ensure effective client engagement leading to cross-selling
  • Increase in 'Product holding per customer' within mapped portfolio
  • Present suitable banking products to profiled clients
  • Solution-oriented on-boarding of customers onto Mobile/Net Banking, Bill Pay, SIP, Insurance, Investment solutions, Retail and SME Loans, and relevant banking programs

The successful candidate will work closely with other relationship managers to close business loans, monitor cash transactions, and maintain high levels of customer satisfaction. They will also be responsible for coordinating with internal teams to ensure smooth operations and compliance with bank policies.

Secondary Responsibilities
  • 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

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