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Relationship Manager-Current Account

IDFC FIRST Bank·Bengaluru

Pay not statedMid levelFull-time

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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
  • Any graduate

Good to have

  • Accounts payable

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