Associate Relationship Manager-Liabilities (CASA)
IDFC FIRST Bank — Mumbai, MUMBAI
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Job Description
Role/Job Title:Associate Relationship Manager-Liabilities
Function/Department:Rural Banking
Job Purpose:
The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities:
- Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports.
- Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area.
- Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory)
- Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation)
- Ensuring account activation and subsequently maintaining the health of account.
- Ensure superior customer service to capture larger wallet share of population.
- Spearhead resolution of customer queries and issues.
- Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
- Ensure compliance as per the bank requirements.
- Recommend process changes in order to improve service efficiency and quality across the branch network.
- Provide support for implementation of livelihood advancement and community development initiatives.
- Recommend process changes in order to improve service efficiency and quality across the branch network.
- Provide support for implementation of livelihood advancement and community development initiatives.
Education Qualification:
Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate
Experience: 0 to 1 years of relevant branch banking experience.
Frequently Asked Questions
What are the eligibility criteria for the Associate Relationship Manager-Liabilities (CASA) job at IDFC FIRST Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-2 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Associate Relationship Manager-Liabilities (CASA) at IDFC FIRST Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Associate Relationship Manager-Liabilities (CASA) at IDFC FIRST Bank.
Is prior experience required for this position?
This role requires around 0-2 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Associate Relationship Manager-Liabilities (CASA) role at IDFC FIRST Bank?
You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.
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