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Job Title: Service Associate
Department/Function: Wholesale Banking Operations
Service associate is Client Facing function and act as a SPOC between Business , Operations team and Client to support disbursals, documentation and other ongoing monitoring activities.
The roles expects candidates with Knowledge on CAD Process, account opening and Client service to an extent.
Ensure support is provided to client End to End on documentations, transactions.
Ensure proactive follow up and tracking of Covenants that needs to be adhered by the client.
Liaise with CAD, BR ops, CPU team for necessary closure of requests.
Liaise with other banks/NBFC with regards to security document completion and intern liase with Empannelled vendor for closure of reports.
Establish and maintain relationships, providing added value to selected clients and supporting the broader business relationship.
Make independent decisions on client issue resolution within policy frameworks and prioritise actions to meet agreed‑upon TATs.
Ensure enforceable legal documentation for credit facilities as per legal guidance and standard formats/procedures.
Decide on the adequacy of security creation (mortgage, pledge, hypothecation) and approve documentation. Ensure various covenant/deferral tracking in system.
Monitor covenant compliance and trigger remedial actions when breaches are detected.
Liaise with Business Teams, Legal, Credit, etc., for timely and quality deliverables by resolving issues/answering queries.
Take ownership of issue resolution and make binding decisions within scope.
Ensure to meet the clients for resolving queries on documentation for disbursal
Graduation: Bachelor of Commerce (B.com) / Bachelor of Science (B.Sc) / Bachelor of Arts (BA) / Bachelor of Business & Insurance (BBI) / Bachelor of Management Studies (BMS)
Post-Graduation: Master of Business Administration (MBA) / Master of Commerce (M.com) / Master of Arts (MA)
Experience: 2 - 5 years of relevant experience
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Service Associate at IDFC FIRST Bank.
This role requires around 2-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
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.
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.