Bestkaam Logo
Bestkaam Logo
Join as Employer Sign In Sign Up
Back to Jobs
IDFC FIRST Bank Logo

Relationship Manager-Current Account

Actively Reviewing the Applications

IDFC FIRST Bank

India Full-Time On-site
Posted 3 weeks ago • Apply by April 30, 2026

Job Description

Job Requirements

About the Role

The Relationship Manager – Current Account 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 (Current Account 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.
  • Ensure zero instances of cash shortage or excess at the teller counter.
  • Regularly update key registers and review branch reports such as EOD cash position, LTR, and instruments issued.
  • Monitor and reconcile dummy accounts, suspense accounts, deferred accounts, and accounts payable/receivable as per required formats.
  • Ensure strict adherence to bank policies and compliance standards.

Secondary Responsibilities

  • Conduct audits and ensure compliance with internal and external regulations.
  • Deliver best-in-class customer service to become the primary banker for clients.

What We Are Looking For

Education

  • Graduate in any discipline.
  • Postgraduate in any field (preferred).

Experience

  • Prior experience in branch banking or customer relationship roles is preferred.

Skills and Attributes

  • Strong customer service and relationship management skills.
  • Ability to cross-sell banking products effectively.
  • High attention to detail and operational discipline.
  • Familiarity with banking systems and digital platforms.
  • Strong problem-solving abilities.
  • Commitment to compliance and ethical standards.
  • Fluent in English with strong business communication skills

Required Skills

Banking
Check Qualification

Quick Tip

Customize your resume and cover letter to highlight relevant skills for this position to increase your chances of getting hired.

Related Similar Jobs

View All
IDFC FIRST Bank

Associate Relationship Officer

IDFC FIRST Bank

India Full-Time
Banking
IDFC FIRST Bank

Developer

IDFC FIRST Bank

India Full-Time ₹1–4 LPA
Banking Git JavaScript +9
Virtusa

Python AI

Virtusa

India Full-Time ₹18–20 LPA
Banking Django Flask +7
Gansons

Accounts Executive

Gansons

India Full-Time
Finance MS-Office
BNP Paribas

Full Stack Developer

BNP Paribas

India Full-Time ₹4–6 LPA
Banking