Associate CAD Manager - BBG

IDFC FIRST Bank; Thane; On-site; INR 900,000 - 1,200,000; Full time

Job summary

IDFC FIRST Bank in Thane is seeking an Associate CAD Manager – BBG (D) to oversee day-to-day Retail Banking product transactions, onboarding, limit setup, disbursement and MIS reporting. You will ensure processes meet policy standards and support data analysis for stakeholders.

The role requires 2+ years in retail asset operations, strong MS Office skills, and a sharp eye for detail. You will coordinate with multiple stakeholders and vendors to deliver accurate regulatory reporting.

Qualifications

• Graduate in any discipline from a recognized institution.
• 2 years of relevant experience in retail asset operations or related functions.
• Strong understanding of retail banking operations and systems.
• Excellent analytical and data interpretation skills.
• Effective written and verbal communication skills.
• Attention to detail and commitment to accuracy.
• Ability to coordinate with multiple stakeholders and manage vendor relationships.

Responsibilities

• Manage the onboarding process for Retail Banking products.
• Handle limit setup and disbursement activities within defined turnaround times (TAT).
• Maintain and update MIS reports related to limit setup and disbursement.
• Ensure all processes are executed with zero error and in compliance with internal policies.
• Possess a thorough understanding of retail banking processes and systems.
• Collect and analyze data from stakeholders for regulatory reporting.
• Present data insights to senior management using MS Office tools.
• Coordinate with vendors including legal, technical, and ROC.
• Prepare presentations for internal reviews and support data analysis for projects.

Skills

Analytical skills

Communication skills

Attention to detail

Stakeholder coordination

Vendor coordination

Education

Graduation

Tools

MS Office

Excel

PowerPoint

Job description

Job Requirements

About the Role

We are hiring an Associate CAD Manager – BBG (D) to join our Retail Asset Operations team. This role is responsible for managing day-to-day transactions related to Retail Banking products, including onboarding, limit setup, disbursement, and MIS reporting. The candidate will ensure error-free processing in compliance with organizational policies and procedures, while also supporting data analysis and stakeholder coordination.

Key Responsibilities

Primary Responsibilities

• Manage the onboarding process for Retail Banking products.


• Handle limit setup and disbursement activities with accuracy and within defined turnaround times (TAT).


• Maintain and update various MIS reports related to limit setup and disbursement.


• Ensure all processes are executed with zero error and in compliance with internal policies.


• Possess a thorough understanding of retail banking processes and systems.


• Collect and analyze data from stakeholders for regulatory reporting.


• Present data insights to senior management and external parties using MS Office tools.

Secondary Responsibilities

• Coordinate with vendors including legal, technical, and Registrar of Companies (ROC).


• Prepare presentations for internal reviews and support data analysis for projects.

What We Are Looking For

Education

• Graduation: Graduate in any discipline from a recognized institution.

Experience

• Minimum 2 years of relevant experience in retail asset operations or related functions.

Skills and Attributes

• Strong understanding of retail banking operations and systems.


• High proficiency in MS Office, especially Excel and PowerPoint.


• Excellent analytical and data interpretation skills.


• Effective written and verbal communication skills.


• Attention to detail and commitment to accuracy.


• Ability to coordinate with multiple stakeholders and manage vendor relationships.