Job Requirements Job Requirements Job Title – Associate Relationship Manager-Group Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support the Relationship Manager in identifying prospective customers and converting them into real business opportunities. The role bearer is responsible for helping create Joint Liability Groups and centres and manage them through the formation, disbursal and collection phases while driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship. Roles & Responsibilities Manage zoning activity to map household needs in villages and areas allocated. Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship. Maintain high collections efficiency through discipline and drive. Monitor preparation of accurate documentation of loans and saving account. Coordinate with operations officer to ensure timely and accurate data entry. Ensure compliance as per the bank requirements. Conduct field audits and customer verifications to ensure high quality of accounts. Gather Latest Market intelligence and track and benchmark against best practices in competitor banks. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Educational Qualifications Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience 0 - 5 years of relevant branch banking experience. Show more Show less

Job Requirements Job Requirements Job Title – Associate Relationship Manager-Group Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support the Relationship Manager in identifying prospective customers and converting them into real business opportunities. The role bearer is responsible for helping create Joint Liability Groups and centres and manage them through the formation, disbursal and collection phases while driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship. Roles & Responsibilities Manage zoning activity to map household needs in villages and areas allocated. Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship. Maintain high collections efficiency through discipline and drive. Monitor preparation of accurate documentation of loans and saving account. Coordinate with operations officer to ensure timely and accurate data entry. Ensure compliance as per the bank requirements. Conduct field audits and customer verifications to ensure high quality of accounts. Gather Latest Market intelligence and track and benchmark against best practices in competitor banks. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Educational Qualifications Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience 0 - 5 years of relevant branch banking experience. Show more Show less

Job Requirements Role/Job Title: Manager-Acquisition (CASA) Business: Retail Liabilities Function/ Department: 'Branch Banking Place of work: 'PAN India branches Roles & Responsibilities Acquisition of Current and Savings Account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on Digital Platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises Provide regular feedbacks to Senior Sales Manager / Branch Manager / Area Sales Manager on customer requirements and potential opportunities Ensuring adherence to Sales compliance and SOPs defined by the organization Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations Secondary Responsibilities Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank Working on Key Central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers Key Success Metrics NTB acquisitions, Increasing customer share of wallet by deepening and cross selling. Show more Show less

Job Requirements Job Title: Deputy Manager-Acquisition (Corporate Salary) Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Sales & Relationship Management- Retail Banking Department: Retail Banking > Branch Banking > Branch Location: Pune, Maharashtra, India Additional Parameters IDFC FIRST Bank is seeking a highly motivated and results-driven individual to join our team as a Deputy Manager-Acquisition (Corporate Salary). As a leading financial institution, we are committed to providing our customers with exceptional service and innovative solutions. We are looking for a candidate who shares our passion for excellence and is eager to contribute to our success. Key Responsibilities Identify and acquire new corporate clients for the bank's salary account program Build and maintain strong relationships with corporate clients to ensure long-term partnerships Develop and implement strategies to increase the bank's market share in the corporate salary account segment Conduct market research and analysis to identify potential clients and understand their needs Collaborate with internal teams to develop customized solutions for corporate clients Meet and exceed sales targets and contribute to the overall growth of the bank Stay updated on industry trends and competitor activities to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by clients Qualifications Bachelor's degree in Business Administration, Finance, or a related field Minimum of 3 years of experience in sales and relationship management in the banking industry Proven track record of meeting and exceeding sales targets Strong understanding of corporate banking products and services Excellent communication and interpersonal skills Ability to build and maintain relationships with clients at all levels Proficient in Microsoft Office and CRM software Willingness to travel within the assigned territory If you are a self-motivated and results-driven individual with a passion for sales and relationship management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. Join our dynamic team and be a part of our journey towards becoming a leading financial institution in India. Show more Show less

Job Requirements Job Requirements Job Title – Associate Relationship Manager-LAP Business Unit - Rural Banking Function - Retail Assets Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify mortgage needs of customers and provide appropriate lending solutions ( Loan Against Property) . The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Contribute to penetration of mortgage business in Rural markets through lead generations and account opening as per needs of customer Spearhead mapping of detailed household needs based on direct customer interactions Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship and maintain high collections efficiency Lead preparation of quality documentation of loans to ensure minimum queries / rejections from Operations / Credit teams Coordinate with operations officer to ensure timely and accurate data entry Ensure compliance as per the bank requirements Recommend process changes in order to improve service efficiency and quality across the branch network Provide support for implementation of livelihood advancement and community development initiatives. Educational Qualifications Graduate-BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Show more Show less

Job Requirements Job Title: Relationship Manager-Business Banking Function: Business Banking Job Purpose The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and FX deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening. Roles & Responsibilities Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquency management, relationship management, and an analytical mindset. Managing the portfolio effectively through continuous monitoring of accounts and renewals, enhancement, retention and ensuring portfolio hygiene with minimal open deferral and covenants. Develop a superior working relationship with branch banking for cross-leveraging & synergy optimization and work within the overall bank ecosystem with other stakeholders. Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers. Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated ability in sales planning and conceptualizing promotions and marketing initiatives. Understanding of financial statements, credit Assessment and title-security documents Educational Qualifications Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management. Post-graduation: MBA, PGDM. Professional Qualification: Preferred Chartered Accountant (CA). Experience: 5-10 years of relevant branch banking experience Show more Show less

Job Requirements Job Requirements Job Title - Deputy Manager-Acquisition(Household) Place of work - Pan - India Business Unit - Retail Banking Function -Branch Banking Job Purpose The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications Graduate - Any discipline Part Time / Full Time - Full Time Experience Minimum Number of Years - 0-4 years Industry – BFSI Functional Area – Sales Level / Capacity - Junior Management Show more Show less

Job Requirements Job Requirements Job Description: Deputy Manager-Acquisition (Corporate Salary) at IDFC FIRST Bank Company Name: IDFC FIRST Bank Job Title: Deputy Manager-Acquisition (Corporate Salary) Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch Location: Ahmedabad, Gujarat, India IDFC FIRST Bank is seeking a highly motivated and experienced Deputy Manager-Acquisition (Corporate Salary) to join our Retail Banking team in Ahmedabad, Gujarat, India. As a leading bank in the country, we are committed to providing our customers with the best financial solutions and services. We are looking for a dynamic individual who shares our passion for excellence and is ready to take on new challenges. Key Responsibilities Identify and acquire new corporate salary accounts for the bank Develop and maintain relationships with corporate clients to generate business Understand the financial needs of corporate clients and provide them with suitable banking solutions Collaborate with other departments to ensure smooth onboarding and servicing of corporate clients Meet and exceed sales targets set by the bank Keep up-to-date with market trends and competition to identify new business opportunities Provide excellent customer service and resolve any issues or concerns raised by corporate clients Ensure compliance with all banking regulations and policies Qualifications Bachelor's degree in Business Administration, Finance, or a related field Minimum of 3 years of experience in corporate sales or relationship management in the banking industry Strong understanding of corporate banking products and services Proven track record of meeting and exceeding sales targets Excellent communication and interpersonal skills Ability to build and maintain relationships with corporate clients Knowledge of local market trends and competition Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in MS Office and other relevant software We offer a competitive salary and benefits package, as well as opportunities for growth and development within the organization. If you are a driven and results-oriented individual with a passion for banking, we want to hear from you! Additional Parameters Knowledge of local language will be an added advantage Willingness to travel within the assigned region Experience in handling corporate salary accounts will be preferred. Show more Show less

Job Requirements Role/Job Title : Product Manager – Rural Life Insurance Function/ Department : Rural Banking Job Purpose Will assist the Rural branches with his/her expertise in the assigned products and processes. Launch new products, conduct training and drive business ensuring top class customer satisfaction. Will be responsible for assisting Rural branches in all possible manner to acquire new customers and deepen the existing portfolio of the assigned products. Will run various drives across branches and will coordinate with various departments to get best possible solutions. Roles & Responsibilities Design and implement life Insurance Standard Operating Processes across Sales Channels. Liaise with different ops team for smooth process for Life Insurance products. Should be able to handle Rural Branches and scale the life insurance business. Channel Management and Sales support across rural distribution channels. Help set up Digital Integration on life Insurance selling process and well as train the teams. Launching new products as per the market requirements. Creating handy tools including offer letters, customer decks and other sales tool to support frontline. Run Campaigns, Marketing activities to boost business. Education Qualification Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 5-10 years of relevant experience. Show more Show less

Job Requirements Job Title: Teller Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch Location: Delhi, India IDFC FIRST Bank is seeking a highly motivated and customer-oriented individual to join our team as a Teller. As a Teller, you will be responsible for providing exceptional customer service and performing a variety of banking transactions for our valued customers. Key Responsibilities Process customer transactions such as deposits, withdrawals, and payments accurately and efficiently Assist customers with account inquiries and provide information on bank products and services Identify and recommend appropriate banking solutions to meet customer needs Maintain a balanced cash drawer and adhere to all cash handling procedures Follow all bank policies and procedures to ensure compliance and security Collaborate with team members to achieve branch goals and targets Continuously update knowledge of bank products, services, and procedures Qualifications High school diploma or equivalent Previous experience in a customer service or cash handling role preferred Strong communication and interpersonal skills Ability to work in a fast-paced and dynamic environment Proficient in basic computer skills Knowledge of banking regulations and compliance is a plus We offer a competitive salary and benefits package, as well as opportunities for growth and development within the company. If you are passionate about providing excellent customer service and have a strong interest in the banking industry, we encourage you to apply for the Teller position at IDFC FIRST Bank. Show more Show less

Job Requirements Role/ Job Title : State Head - Two Wheeler Loan Function/ Department : Sales Job Purpose The role entails scaling up the business for lending in the state by developing strategies to expand the existing products, channels, segments and customer base by delivering banking needs to the customers in the most cost efficient and technology effective manner. It includes building up teams, systems, process and culture amenable to the scale and consistency of delivery. Role will closely collaborate with Retail team - Product Head, Operations, Sales, IT, Credit, BIU for same. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience. Roles & Responsibilities Lead the State business across 2 Wheeler Loan to expand revenue per existing customer. Guide distribution of X-sell products ensuring volume scale-up as per the defined targets. Partner with the Digital Marketing team to increase customer penetration via digital medium. Build and nurture strategic partnerships across key dealers, OEMs, channel/product partners etc. to increase the penetration of entire portfolio. Improve the performance & quality of portfolio through regular monitoring and providing recommendations for course correction to the Product and sales teams Guide the Product team in 2 Wheeler Loan category to provide differentiated offerings and drive business growth. Work with business analytics team to identify potential for cross sell. Education Qualification Graduation: Any Gradute. Post-graduation : MBA, PGDM Experience : 5+ years of relevant experience Show more Show less

Job Requirements Job Requirements Job Title - Deputy Manager-Acquisition(Household) Place of work - Pan - India Business Unit - Retail Banking Function -Branch Banking Job Purpose The role entails direct customer interaction and is responsible for business acquisition of savings accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Savings account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality savings accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications Graduate - Any discipline Part Time / Full Time - Full Time Experience Minimum Number of Years - 0-4 years Industry – BFSI Functional Area – Sales Level / Capacity - Junior Management Show more Show less

Job Requirements Role/ Job Title Senior Specialist Reconciliation & Settlement Function/ Department: Operations Reconciliation & Settlement Job Purpose The role bearer has the responsibility spearhead reconciliation & settlement acitivities of bank and customer accounts on a regular basis. It includes collaborating with respective stakeholders to ensure adherence to processes and prepare status reports. The role holder is expected to oversee workload of team members and ensure timely completion of reconciliation & settlement of all assigned projects as per defined timelines. Interacting regularly with clients, understand their requirements and provide reports to senior management for making decisions as per the larger objectives of the bank. Roles & Responsibilities Responsible for timely completion of reconciliation of all assigned projects as per defined timelines Govern supporting documentation for reconciliations Ensure processing of rectification entries Handle field queries / guide field personnel on reconciliation requirements Develop understanding of related processes and inter-dependability between teams, have broad understanding of underlying data structures Ensure minimal losses for the department and submit items that needs to be written off within each financial year Interact with clients as and when required and submit necessary statements Review and improve reconciliation process and SOPs Comply with regulatory requirements and internal guidelines Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan Minimizing operational failure, including but not exclusively, the risk of fraud, by helping to devise, and by implementing, sufficient regular controls Liaise with RMs, traders, Finance & Control and colleagues of other support units to provide high quality of service to customers Preparing daily, fortnightly, monthly and quarterly MIS reports as required by Top Management Recommend improvements to processes and policies across the Banking business to drive operational efficiencies and high-quality customer service Leverage in-house synergies through collaboration with internal stakeholders Stay abreast with global market trends and competitor strategies in key markets Educational Qualifications Graduate - Any Postgraduate Any Experience: 10 - 18 years Show more Show less

Job Requirements Role/Job Title: Branch Manager-Rural Function/Department: Rural Banking Job Purpose The role entails managing and scaling up the Rural banking business for the branch by creating strategies to achieve growth targets for the branch by managing operations and resources in the most cost efficient and technology effective manner. It also entails developing constructive relationships with key local dealers and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. It is accountable to ensure expansion of branch footprint, product penetration and delivery of high-quality customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. It includes building up teams, systems, process and culture relevant to the branch network scale. Responsibilities Roles & Responsibilities: Own the liabilities for the branch and direct all operational aspects including distribution operations, customer service, administration and sales. Responsible for working towards achieving sustainable profitability for Liabilities sales of the branch. Custodian of people, processes and documents for the branch; expected to manage the liabilities for the branch and work towards achieving sustainable profitability. Manage a team of Relationship Manager-Branch Banking, Branch Operation & Service Manager and Branch Relationship Manager to drive client acquisition, deepening of existing relationships and addressing all needs of customers by providing gamut of banking services. Achieve productivity, efficiency, financial (budget and cash flow), customer service targets and ensure statutory compliance for the branch. Assess local market conditions and identify current and prospective sales opportunities. Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Adhere to high ethical standards and comply with all regulations/applicable laws. Cultivate relationships with individual and corporate customers. Spearhead manpower planning, recruitment and training processes for both on-roll and off-roll employees to ensure high performing talent across levels. Develop and implement livelihood advancement and community development initiatives. Bring out the best of branch’s personnel by providing training, coaching, development and guidance. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Spearhead manpower planning, recruitment and training processes for all employees to ensure high performing talent across levels. Develop and implement livelihood advancement and community development initiatives. Bring out the best of branch’s personnel by providing training, coaching, development and guidance. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Managerial & Leadership Responsibilities 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 & retain best-in class talent to meet Bank's rapid growth targets. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate Experience: 5 to 10 years of relevant experience in Rural Branch Banking or allied Business. Show more Show less

Job Requirements Job Requirements Job Title - Relationship Manager - First Wealth Place of work - Mumbai Business Unit - Retail Banking Function -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 and Responsibilities --CASA value 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-focussed 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 review 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 adherance to the bank policies and compliance. Secondary Responsibilities - List the deliverables other than primary, but essential for the role - 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. Show more Show less

Job Requirements Role/Job Title: Associate Relationship Manager-Home loan Function/Department: Rural Banking Job Purpose To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc. To service, the leads referred by sales front/cross/selling or other channels. To deliver a high-quality client service and customer retention approach to managing client relationships to enhance product sales and new client growth targets. Achieve agreed individual performance targets for income generation, product sales and new client growth targets. Login to disbursement completion, fulfilment, counselling, and handholding the customer through the entire process of sanction and disbursement. Ensuring that customer doesn’t become a non-starter e.g. helping collections to recover EMI’s in case of default. Building the relationship in the Market by meeting the Local Builders, Business communities and new channels. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 0 to 2 Years in NBFCs/Banking. Show more Show less

Job Requirements Job Requirements Job Title - Relationship Manager - First Wealth Place of work - Mumbai Business Unit - Retail Banking Function -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 and Responsibilities --CASA value 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-focussed 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 review 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 adherance to the bank policies and compliance. Secondary Responsibilities - List the deliverables other than primary, but essential for the role - 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. Show more Show less

Job Requirements Role/Job Title: Associate Relationship Manager-Home loan Function/Department: Rural Banking Job Purpose To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc. To service, the leads referred by sales front/cross/selling or other channels. To deliver a high-quality client service and customer retention approach to managing client relationships to enhance product sales and new client growth targets. Achieve agreed individual performance targets for income generation, product sales and new client growth targets. Login to disbursement completion, fulfilment, counselling, and handholding the customer through the entire process of sanction and disbursement. Ensuring that customer doesn’t become a non-starter e.g. helping collections to recover EMI’s in case of default. Building the relationship in the Market by meeting the Local Builders, Business communities and new channels. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 0 to 2 Years in NBFCs/Banking. Show more Show less

Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities Ensuring adherence to sales compliance and SOPs defined by the organization Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers Education Qualification Graduation: Bachelor’s in Engineering / Technology / Maths/ Commerce / Arts / Science / Biology / Business / Computers / Management Experience: 0 to 2 years of relevant experience. Show more Show less

Job Requirements Role/Job Title: Relationship Manager-Gold Loan Function/ Department: Rural Banking Job Purpose: As a Relationship Manager-Gold Loan, you will be responsible for managing and growing the Gold Loan portfolio of the branch. You will be the primary point of contact for customers seeking Gold Loans and will be responsible for building and maintaining strong relationships with them. Roles & Responsibilities Build the Gold loan Asset book to ensure scale and quality in the branch. Maintain pristine portfolio quality across all buckets. Ensure Gold loan canvassers productivity of Rs 10 Lakhs. Identification of Gold loan Canvassers. Marketing activities across branch catchments. Education Qualifications Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 5 to 10 years of relevant experience. Show more Show less