highlisted

Relationship Manager-Current Account

IDFC FIRST Bank·Ludhiana

Pay not statedMid levelFull-time

Read from the company's own careers page; you apply on their site.

How well do you fit this job?

Upload your resume to see each requirement checked against your profile, in under a minute.

Check my fit
Hard to read?

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

Similar jobs

Associate

HDFC ERGO General Insurance·Ludhiana

Can I apply
Open to any education · Junior level
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On HDFC ERGO General Insurance's site: short form, ~5 min
Early: posted 22 h ago on their own site

Manager Finance

Jones Lang LaSalle Building Operations·Ludhiana

Can I apply
Open to any education · Mid level
Pay
Pay not stated
Source
From the company's careers page · 3 days ago
How to apply
On Jones Lang LaSalle Building Operations' site: account needed, ~10–15 min