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