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8.0 - 12.0 years
0 Lacs
hyderabad, telangana
On-site
The role of Service Relationship Manager in the Private Banking Group requires you to manage clients on behalf of the bank in Mumbai under the Retail Banking business unit, specifically in the Private Banking function. Your primary responsibility involves building and maintaining strong client relationships to enhance satisfaction levels and promote the sale of products and services, thereby contributing to the bank's overall objectives. You will offer financial advice to customers regarding investments and financial planning, ensuring a seamless and enriching customer experience while establishing IDFC First as their primary banking choice. In this role, you will be responsible for managing all sales and service activities within the Private Bank for the assigned region. You will provide customers with comprehensive information on products and services, analyze their financial needs, monitor account performance, and suggest strategies to improve returns. It is crucial to maintain an appropriate control framework, manage operational risks efficiently, and automate key business activities to enhance delivery efficiency. Streamlining digitization processes, ensuring compliance with banking guidelines, and meeting audit and regulatory requirements are essential aspects of this role. As a Service RM, you will gather market intelligence, benchmark against competitor practices, and enhance the customer journey and partner experience to differentiate the bank in the market. Evaluating and implementing digital enablement strategies to improve operational efficiency and collaborating with other departments to offer best-in-class products and services to customers are key responsibilities. On the managerial and leadership front, you will mentor and coach senior team members to instill values of customer centricity, innovation, compliance, and integrity. Creating an environment that fosters automation and digital enablement to cater to customer needs effectively and attracting and retaining top talent for key positions within the team are important leadership responsibilities. To qualify for this role, you should hold a graduate or post-graduate degree in any field and have a minimum of 8 years of relevant experience in the banking sector.,
Posted 3 days ago
4 - 9 years
5 - 12 Lacs
Jamshedpur, Rajkot, Jaipur
Work from Office
Roles & Responsibility Execute the commissioning/ breakdown of Products within the framework of Tools policies and guidelines Resolving of Customer complaints & maintenance of customer files. Follow up of pending calls by juniors & online support to Juniors & customers Updation of service activities in CRM. Generation of revenue through AMC and managing the same. Maintenance and calibration of measuring & control equipments and spares management. Organize receivables and commercial documents against invoices. On job training to juniors. Adherence to ISO process, coordination with other functional departments, Principals and customers. Generation of revenue through VAS Facilitating customer training at Principals and tech Centre. Conducting of Quality Systems Audits. People Management: Establish accountability and ownership towards achievement of deliverables against the plan Responsible for management of direct reports which includes performance management and skill enhancement activities Provide coaching, direction and leadership support to direct reports / team members in order to achieve business results MIS & Reporting: Responsible for providing data for MIS to the Branch Head To carry out service activities, as per the allocation, Customer's requirement and Organisation's processes.
Posted 2 months ago
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