Relationship Manager-Current Account
IDFC FIRST Bank
Date: 10 hours ago
City: Surat, Gujarat
Contract type: Full time
Job Requirements
Job Requirements
Role/ Job Title: Relationship Manager - Current Account
Function/ Department: 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 & Responsibilities
Graduation: Any
Post-graduation: Any
Job Requirements
Role/ Job Title: Relationship Manager - Current Account
Function/ Department: 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 & Responsibilities
- CASA values build up and new client acquisition.
- 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-focused 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 reviewing 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 adherence to the bank policies and compliance.
- 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.
Graduation: Any
Post-graduation: Any
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Assistant Manager - Credit
Bajaj Finserv,
Surat, Gujarat
3 days ago
Location Name: SuratJob Purpose“This position is open with Bajaj Finance ltd.”Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization’s policiesAct with IntegrityDuties And ResponsibilitiesImplementation of Credit Policy and...
Videography Internship in Delhi, Noida, Ahmedabad, Surat, Greater Noida, Jaipur, Dehradun, Gurgaon, Indore
Right Health India,
Surat, Gujarat
2 weeks ago
As a Cinematographer at Right Health India, you will play a crucial role in creating visually stunning and impactful video content for our brand. Utilizing your expertise in Video Editing, Adobe Photoshop, Adobe Premiere Pro, Photography, Video Making, Adobe After Effects, and DaVinci Resolve, you will bring our vision to life through compelling visuals.Key Responsibilities Collaborate with the creative team...
Operations Lead
Livspace,
Surat, Gujarat
3 weeks ago
About UsLivspace is Asia’s largest and fastest-growing home interiors and renovation platform. Leveraging its proprietary technology, the company delivers end-to-end home interior and renovation solutions, encompassing modular solutions, furniture, false ceilings, soft furnishings, décor, civil works, and more. The company serves homeowners across diverse market segments in India and Singapore.Since the company was founded in 2015, Livspace has revolutionized a...
