via Career pages·1w ago
Associate Manager-Acquisition (Household)
IDFC First Bank
Full-timeOn-sitebranch bankingcustomer relationship managementcompliance management
Location:Mumbai, Maharashtra, IndiaType:Full-timePosted:1w ago
Job Requirements
About the Role
The Associate Manager - Household(SA) is responsible for managing a portfolio of clients to ensure superior service delivery and drive cross-selling of banking products. The role focuses on building CASA (Savings Account) balances, acquiring new clients, and enhancing product penetration per customer. It also involves handling routine banking transactions, managing branch deliverables, and ensuring compliance with operational standards.
Key Responsibilities
Primary Responsibilities
- Drive CASA value build-up and acquire new clients as per branch targets.
- Ensure effective client engagement to facilitate cross-selling of banking products.
- Increase product holding per customer within the assigned portfolio.
- Profile all engaged clients and present suitable banking solutions.
- Promote digital onboarding and usage of services such as Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investments, Retail and SME Loans.
- Meet monthly operating plans to improve scorecard performance and decile rankings.
- Coordinate with relationship managers to close business loans, working capital requirements, POS, CMS, and trade transactions generated through client engagement.
- Ensure quick resolution of customer queries and complaints to meet Net Promoter Score (NPS) benchmarks.
- Act as custodian of the branch vault, managing vault limits, cash, and non-cash transactions.
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