Relationship Manager-Current Account

• CASA values build up and new client acquisition.
• Ensure effective client engagement leading to cross sell.
• Increase in 'Product holding per customer' within mapped portfolio.
• Ensure all the clients engaged are profiled and presented with suitable banking products.
• Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
• Ensure monthly operating plan is met to improve scorecard and decile rankings.
• Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.
• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
• Custodian of the branch vault, manage vault limits, cash, and non-cash transactions.
• Ensure Nil instances of cash shortage or excess at teller counter.
• Updating the key registers regularly and reviewing branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.
• Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
• Ensure strict adherence to the bank policies and compliance.

• Perform audit and ensure compliance to internal and external regulations and guidelines.
• Provide best in-class customer service to all clients to become their primary banker.

IDFC FIRST Bank