Associate Relationship Manager – Branch Banking

About the job

Job Requirements About the Role The Associate Relationship Manager – Branch Banking is responsible for managing and expanding a portfolio of key clients within the Retail Liabilities business. This role focuses on acquiring High Net Worth Individuals (HNIs), deepening existing relationships through cross-selling, and delivering personalized banking solutions. The incumbent acts as a trusted advisor, ensuring superior service delivery, portfolio management, and compliance with branch standards, while contributing to strategic initiatives and enhancing the bank’s visibility. **Primary Responsibilities** • Manage and grow a portfolio of key clients by offering need-based solutions to increase their share of wallet. • Acquire HNI customers and onboard them into the Privilege Banking Program. • Deepen existing banking relationships through cross-selling of products and solutions. • Ensure compliance with branch Standard Operating Procedures (SOPs) and maintain control in sales and service processes. • Serve as a liaison between the bank and key customers, providing complete banking solutions, portfolio management, wealth management, and customer servicing. **Secondary Responsibilities** • Conduct regular activities in the catchment area to acquire HNI customers and enhance IDFC FIRST Bank’s visibility. • Participate in key central initiatives and actively seek referrals from existing customers. • Collaborate with team members and support functions to deliver comprehensive product and service offerings to clients.

Requirements

• Strong relationship-building skills
• Client servicing skills
• Retail banking products knowledge
• Interpersonal skills
• High integrity
• Team-oriented
• Proactive customer acquisition

Qualifications

• Graduate in any discipline
• Relevant experience in retail liabilities or management

Preferred Technologies

• Strong relationship-building skills
• Client servicing skills
• Retail banking products knowledge
• Interpersonal skills
• High integrity
• Team-oriented
• Proactive customer acquisition

About the company

IDFC FIRST Bank offers a wide range of financial products and services to meet the needs of retail clients. Designed to enhance the bank’s visibility while maintaining compliant standards.