Job Requirements Job Requirements Job Title - Service RM - Private Banking Group Place of work - Mumbai Business Unit - Retail Banking Function - Private Banking Job Purpose : The role holder has the responsibility of managing clients on behalf of the bank, creating and maintaining robust relationships that increase client satisfaction and the sale of products and services contributing to the larger objectives of the bank. It entails the responsibility of providing financial advice to the customers such as investing and financial planning. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs.

Roles & Responsibilities: Support in managing all Private Bank sales and service activities for the assigned region

Provide complete and comprehensive to customers information on products, services and ensure best services are provided to them

Analyze client's cash, capital, and investment needs

Monitor the performance of client accounts and suggest ways to improve returns

Ensuring appropriate control framework is in place and operations risk are properly managed

Automating key activities of the business to gain efficiency in delivery





Streamlining of the digitization activities in the process

Assure adherence to the guidelines set by the bank

Ensure bank meets the audit, compliance & regulatory requirements

Gather latest Market intelligence and track and benchmark against best practices in competitor banks

Manage and improve the customer journey and partner experience to differentiate the bank from competition

Evaluate the feasibility of Digital enablement from offering, channel & process point of view and ensure its implementation to improve overall operational efficiency

Collaborate with other departments and functions to provide best-in-class 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 and retain best-in-class talent for key roles in their reporting structure Educational Qualifications: Graduate – Any Post Graduate - Any Experience: 8 years + of experience

📌 Service Relationship Manager (Hyderabad)
🏢 IDFC FIRST Bank
📍 Hyderabad