Service Relationship Manager

Job Requirements

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.

Responsibilities

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 clients 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
  
  

• 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