Relationship Manager-Current Account

IDFC FIRST Bank; Delhi; On-site; INR 600,000 - 1,000,000; Full time

Job summary

IDFC FIRST Bank is seeking a proactive Relationship Manager for its Current Account team in Delhi. You will nurture existing client relationships, understand their banking needs, and help grow the current account portfolio.

The role requires strong communication, in-depth knowledge of financial products, and the ability to deliver personalized financial advice while collaborating with internal teams to ensure a seamless customer experience.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Proven experience in relationship management or a similar role.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills.
• Ability to multitask and prioritize in a fast-paced environment.

Responsibilities

• Develop and maintain relationships with current account holders
• Identify opportunities to cross-sell products and services
• Provide personalized financial advice and solutions to meet the needs of clients
• Monitor account activity and address any issues or concerns promptly
• Collaborate with internal teams to ensure a seamless customer experience

Skills

Relationship management

Financial product knowledge

Communication skills

Multitasking

Education

Bachelor's degree in Finance, Business, or related field

Job description

Job Requirements

Role: Relationship Manager-Current Account

Job Location: Delhi

Job Description For Relationship Manager-Current Account

We are currently seeking a dedicated Relationship Manager for our Current Account department. The ideal candidate will be responsible for managing and growing relationships with our current account holders. This role requires excellent communication skills, a strong understanding of financial products, and the ability to provide exceptional customer service.

Key Responsibilities

• Develop and maintain relationships with current account holders


• Identify opportunities to cross-sell products and services


• Provide personalized financial advice and solutions to meet the needs of clients


• Monitor account activity and address any issues or concerns promptly


• Collaborate with internal teams to ensure a seamless customer experience

Qualifications

• Bachelor's degree in Finance, Business, or related field


• Proven experience in relationship management or a similar role


• Strong knowledge of financial products and services


• Excellent communication and interpersonal skills


• Ability to multitask and prioritize in a fast-paced environment