Client Success Partner

2 weeks ago

Assam, India IDFC FIRST Bank Full time

**Role/Job Title**: Client Success Partners

**Business**: Start up Banking

**Function/ Department**: Retail Banking - Liabilities

**Place of Work**: As mentioned above

**Job Responsibilties**:
Prospect Startup Banking opportunities through connects, events, referrals and present solutions to acquire Banking relationships

Deepen client relationships using a consultative approach to uncover and identify current/future sales opportunities. Build awareness of product suite to help deliver new value-creating services

Support day-to-day client needs/enhance the client experience during every service encounter to inspire long-term loyalty, increase retention, and build advocacy

Understands diverse product offerings relevant for the segment, act as a solution manager and ensure delivery by coordinating with different products and business units of the Bank and service providers. Works tirelessly on the clients’ behalf, going the “extra mile” to meet client needs

Establish and maintain strong working relationships with colleagues across the Bank, to serve client needs efficiently

Demonstrate service excellence by fielding client calls, supporting product transactions, answering questions, and finding resolutions to service-related issues

Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients

Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

Responsible for achievement of client acquisition, relationship and wallet penetration objectives

**Key Success Metrics**:
1. CA Acquisition (No of Accounts)

2. CA Balances

3. FD/TD Balances

4. Investment AUM

5. TFX Fees

6. Working Capital / Loan disbursals

7. CMS Mandates

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