Service Relationship Manager
IDFC FIRST Bank
Date: 3 weeks ago
City: Delhi, Delhi
Contract type: Full time
Job Requirements
Job Title - Service RM - Private Banking Group
Place of work - Mumbai
Business Unit - Retail Banking
Function - Private Banking
Job Purpose
The role holder has the responsibility of managing clients on behalf of the bank, creating and maintaining strong relationships that increase client satisfaction and the sale of products and services contributing to the larger objectives of the bank. It entails the responsibility of providing financial advice to the customers such as investing and financial planning. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs.
Responsibilities
Roles & Responsibilities:
Graduate – Any
Post Graduate - Any
Experience
8 years + of experience
Job Title - Service RM - Private Banking Group
Place of work - Mumbai
Business Unit - Retail Banking
Function - Private Banking
Job Purpose
The role holder has the responsibility of managing clients on behalf of the bank, creating and maintaining strong relationships that increase client satisfaction and the sale of products and services contributing to the larger objectives of the bank. It entails the responsibility of providing financial advice to the customers such as investing and financial planning. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs.
Responsibilities
Roles & Responsibilities:
- Support in managing all Private Bank sales and service activities for the assigned region
- Provide complete and comprehensive to customers information on products, services and ensure best services are provided to them
- Analyze client's cash, capital, and investment needs
- Monitor the performance of client accounts and suggest ways to improve returns
- Ensuring appropriate control framework is in place and operations risk are properly managed
- Automating key activities of the business to gain efficiency in delivery
- Streamlining of the digitization activities in the process
- Assure adherence to the guidelines set by the bank
- Ensure bank meets the audit, compliance & regulatory requirements
- Gather latest Market intelligence and track and benchmark against best practices in competitor banks
- Manage and improve the customer journey and partner experience to differentiate the bank from competition
- Evaluate the feasibility of Digital enablement from offering, channel & process point of view and ensure its implementation to improve overall operational efficiency
- Collaborate with other departments and functions to provide best-in-class products and service offerings to the customer
- Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance and integrity
- Create environment for team to focus on automation and digital enablement to fulfil customer’s needs holistically
- Attract and retain best-in-class talent for key roles in their reporting structure
Graduate – Any
Post Graduate - Any
Experience
8 years + of experience
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
Vision Plus - Network Engineer - ISP/VLAN
Vision Plus Global Services,
Delhi, Delhi
13 hours ago
Job SummaryWe are looking for an experienced Network Engineer to manage, maintain, and enhance our network infrastructure.The ideal candidate should have expertise in Fortinet Firewall, Cisco Switches, PFsense, VLANs, and ISP coordination.Key Responsibilities Configure, monitor, and troubleshoot Fortinet Firewalls to ensure network security. Manage and maintain Cisco switches for smooth network operations. Deploy, configure, and maintain PFsense firewall solutions. Design...
Copywriter
AdPushup,
Delhi, Delhi
1 week ago
AdPushup is looking for an experienced Copywriter. Our ideal candidate would be someone with a growth mindset and comfortable in a cross-functional environment.Who are we? AdPushup is a Google Certified Publishing Partner (GCPP) and an award-winning ad revenue optimization platform. In one line, we help websites/publishers increase their ad revenue.Not to boast, but for you to make a great decision,...
Senior Key Account Manager
Equifax,
Delhi, Delhi
1 week ago
Synopsis of the role Responsible to oversee the relationship with the important clients and responsible for obtaining and maintaining long term key customers by comprehending their requirements. Need be apt in building strong relationships with strategic customers. Acquiring a thorough understanding of key customer needs and requirements. What you’ll do Responsible to contribute in sustaining and growing our business to...
