Senior Service Relationship Manager
IDFC FIRST Bank — Mumbai, MUMBAI
Apply Now
Job Description
Job Requirements About the Role
As a Senior Service Relationship Manager in Retail Banking, you will be responsible for ensuring efficient service delivery and operational support for wealth management products. Based in Hyderabad, this role involves processing applications for investment products, preparing MIS reports, and supporting Wealth Managers with data and compliance requirements. You will also oversee service team performance, ensure regulatory adherence, and contribute to a seamless client experience.
Key Responsibilities
Primary Responsibilities
- Process applications for various investment products including Mutual Funds, Bonds, PMS, AIF, and Insurance.
- Prepare MIS reports for sales performance of Wealth Managers.
- Generate business reports in the system and ensure zero rejections in application processing.
- Prepare portfolio and Morningstar reports for customer portfolio reviews.
- Ensure all Wealth Managers hold mandatory NISM and IRDA certifications.
- Maintain compliance with bank rules and regulatory guidelines.
Secondary Responsibilities
- Monitor and ensure diligence in tasks performed by Associate SRMs and Service RMs.
- Track the validity of NISM and IRDA certifications for Wealth Managers monthly.
- Review transaction registers, filings, and client risk profiling weekly.
- Maintain efficient MIS and provide necessary data support to Wealth Managers and Team Leaders.
- Coordinate with the central team to resolve queries and ensure smooth operations.
What We Are Looking For
Education
- Graduation: Any discipline
- Postgraduation: MBA / PGDM (Preferred)
Experience
- Minimum 3 years of experience in banking operations, wealth management support, or financial services.
Skills and Attributes
- Strong understanding of investment products and regulatory requirements.
- Excellent organizational and reporting skills.
- Attention to detail with a focus on zero-error processing.
- Ability to manage and support service teams effectively.
- Proficiency in MIS preparation and data analysis.
- Strong coordination and communication skills for cross-functional collaboration.
- Commitment to process adherence and client service excellence.
- Fluent in English with strong business communication skills
Frequently Asked Questions
What are the eligibility criteria for the Senior Service Relationship Manager 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 Senior Service Relationship Manager 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 Senior Service Relationship Manager 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 Senior Service Relationship Manager 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.
Chat us
Call us