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Relationship Manager
IDFC FIRST Bank
Posted
3 months ago

Mumbai

Onsite

INR 50K

Junior Level

Full Time

Job Categories

Banking Sales Customer Finance Management

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Sema Summary

The Relationship Manager – Current Account is responsible for managing a portfolio of clients. The role focuses on acquiring new clients and enhancing the cross-selling of banking products.

About Company

IDFC FIRST Bank focuses on ethical and customer-friendly banking, providing a range of services across various sectors. They emphasize financial inclusion and have received recognition for their technology-led banking services.

Core Requirements

Graduate in any discipline.
Postgraduate in any field (preferred).
Prior experience in branch banking or customer relationship roles.
Strong customer service and relationship management skills.
Ability to cross-sell banking products effectively.

Responsibilities

Drive CASA value build-up and acquire new clients as per branch targets.
Ensure effective client engagement to facilitate cross-selling of banking products.
Increase product holding per customer within the assigned portfolio.
Profile all engaged clients and present suitable banking solutions.
Promote digital onboarding and usage of banking services.
Meet monthly operating plans to improve scorecard performance.
Ensure quick resolution of customer queries and complaints.

Must Have skills

Customer serviceRelationship managementCross-sellingAttention to detailProblem-solvingCompliance knowledgeStrong communication skills

Job Keywords

BankingCustomer RelationshipSalesFinancial ProductsCASA

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