Service Relationship Manager

IDFC FIRST Bank; Hyderabad; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

IDFC FIRST Bank in Mumbai seeks a Service Relationship Manager for the Private Banking Group. The role focuses on managing client relationships, providing financial advice, and ensuring a superior customer experience across private banking products and services.

You will work within Retail Banking, Private Banking, and collaborate with multiple departments to deliver end-to-end financial solutions. The role requires 8+ years of experience in private banking or relationship management, with

Qualifications

• Graduate or post-graduate in any discipline.
• 8+ years of experience in private banking or relationship management.
• Strong client relationship, financial advisory, and risk awareness.

Responsibilities

• Support in managing all Private Bank sales and service activities for the assigned region.
• Provide complete information on products and services to ensure the best customer service.
• Analyze clients' cash, capital and investment needs.
• Monitor client accounts and suggest ways to improve returns.
• Ensure adherence to bank guidelines, audit, and regulatory requirements.
• Drive automation of key activities to gain delivery efficiency.
• Streamline digitization efforts in processes.
• Collaborate with other departments to offer best-in-class products and services.
• Mentor and coach senior team members toward customer centricity and integrity.
• Attract and retain best-in-class talent for key roles in the reporting structure.

Education

Graduate - Any

Post Graduate - Any

Job description

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 strong 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