Service Relationship Manager

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

Job summary

IDFC FIRST Bank is seeking a Service Relationship Manager - Private Banking Group to manage high-value client relationships within Retail Banking. The role focuses on delivering exceptional service, providing financial advice, and supporting the sale of banking products.

You will analyze client cash flow, investment needs, and create tailored solutions while ensuring compliance and risk controls. The position emphasizes digital enablement and automating processes to improve efficiency and client

Qualifications

• Strong relationship management and client servicing skills.
• Deep understanding of financial planning, investment products, and banking operations.
• Excellent communication and interpersonal abilities.
• High level of compliance awareness and risk management orientation.
• Proficiency in digital banking tools and automation strategies.
• Strategic thinking with a customer-first mindset.

Responsibilities

• Support all sales and service activities for Private Banking clients in the assigned region.
• Provide comprehensive information on products and services, ensuring best-in-class service delivery.
• Analyze clients' cash flow, capital structure, and investment needs to offer tailored financial solutions.
• Monitor client account performance and recommend strategies to improve returns.
• Ensure a robust control framework is in place and operational risks are effectively managed.
• Automate key business activities to enhance delivery efficiency.
• Streamline digitization processes to improve service quality and operational effectiveness.
• Ensure adherence to bank guidelines, audit standards, compliance, and regulatory requirements.
• Gather market intelligence and benchmark against competitor best practices.
• Enhance customer journey and partner experience to differentiate the bank from competitors.
• Evaluate and implement digital enablement across offerings, channels, and processes to boost operational efficiency.
• Collaborate with internal departments to deliver integrated and superior product and service offerings.

Skills

Relationship management

Financial planning

Communication

Compliance awareness

Digital banking tools

Customer-first thinking

Education

Graduation: Any Graduate

MBA/PGDM (Preferred)

Job description

Job Requirements

About the Role

The Service Relationship Manager - Private Banking Group in the Retail Banking business unit is responsible for managing high-value client relationships, ensuring exceptional service delivery, and supporting the sale of banking products and services. The role involves providing financial advice, including investment and financial planning, while ensuring a seamless and fulfilling customer experience. The incumbent plays a key role in positioning IDFC FIRST Bank as the primary banking partner for clients by enhancing satisfaction, loyalty, and lifetime value.

Key Responsibilities

Primary Responsibilities

• Support all sales and service activities for Private Banking clients in the assigned region.
• Provide comprehensive information on products and services, ensuring best-in-class service delivery.
• Analyze clients' cash flow, capital structure, and investment needs to offer tailored financial solutions.
• Monitor client account performance and recommend strategies to improve returns.
• Ensure a robust control framework is in place and operational risks are effectively managed.
• Automate key business activities to enhance delivery efficiency.
• Streamline digitization processes to improve service quality and operational effectiveness.
• Ensure adherence to bank guidelines, audit standards, compliance, and regulatory requirements.
• Gather market intelligence and benchmark against competitor best practices.
• Enhance customer journey and partner experience to differentiate the bank from competitors.
• Evaluate and implement digital enablement across offerings, channels, and processes to boost operational efficiency.
• Collaborate with internal departments to deliver integrated and superior product and service offerings.

Secondary Responsibilities

• Mentor and coach senior team members to foster a culture of customer centricity, innovation, compliance, and integrity.
• Create an environment focused on automation and digital enablement to meet customer needs holistically.
• Attract and retain top-tier talent for key roles within the reporting structure.

What We Are Looking For

Education

• Graduation: Any Graduate
• Post-graduation: MBA / PGDM (Preferred)

Experience

• Minimum of 2 years of relevant experience in private banking, wealth management, or related financial services.

Skills and Attributes

• Strong relationship management and client servicing skills.
• Deep understanding of financial planning, investment products, and banking operations.
• Excellent communication and interpersonal abilities.
• High level of compliance awareness and risk management orientation.
• Proficiency in digital banking tools and automation strategies.
• Strategic thinking with a customer-first mindset.