Relationship Manager-Current Account
DelhiFull-timeMid levelPosted 2 months ago
Mid-level finance role at IDFC FIRST Bank in Delhi. Needs a degree.
About the role
The Relationship Manager – Current Account is responsible for managing a portfolio of clients to ensure superior service delivery and drive cross-selling of banking products. The role focuses on building CASA (Current Account Savings Account) balances, acquiring new clients, and enhancing product penetration per customer.
What you'll do
- 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 services such as Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investments, Retail and SME Loans
What you need
- Cross-selling
- Compliance
- Customer service
- Working capital
- Insurance
- POS
Good to have
- Accounts payable