Service Relationship Manager

Job Requirements

About the Role

The Service Relationship Manager – Private Banking Group in the Retail Banking business unit is responsible for managing high-value client relationships, ensuring exceptional service delivery, and supporting the sale of banking products and services. The role involves providing financial advice, including investment and financial planning, while ensuring a seamless and fulfilling customer experience. The incumbent plays a key role in positioning IDFC FIRST Bank as the primary banking partner for clients by enhancing satisfaction, loyalty, and lifetime value.

Key Responsibilities

Primary Responsibilities

• Support all sales and service activities for Private Banking clients in the assigned region.
• Provide comprehensive information on products and services, ensuring best-in-class service delivery.
• Analyze clients’ cash flow, capital structure, and investment needs to offer tailored financial solutions.
• Monitor client account performance and recommend strategies to improve returns.
• Ensure a robust control framework is in place and operational risks are effectively managed.
• Automate key business activities to enhance delivery efficiency.
• Streamline digitization processes to improve service quality and operational effectiveness.
• Ensure adherence to bank guidelines, audit standards, compliance, and regulatory requirements.
• Gather market intelligence and benchmark against competitor best practices.
• Enhance customer journey and partner experience to differentiate the bank from competitors.
• Evaluate and implement digital enablement across offerings, channels, and processes to boost operational efficiency.
• Collaborate with internal departments to deliver integrated and superior product and service offerings.

Secondary Responsibilities

• Mentor and coach senior team members to foster a culture of customer centricity, innovation, compliance, and integrity.
• Create an environment focused on automation and digital enablement to meet customer needs holistically.
• Attract and retain top-tier talent for key roles within the reporting structure.

What We Are Looking For

Education

• Graduation: Any Graduate
• Post-graduation: MBA / PGDM (Preferred)

Experience

• Minimum of 2 years of relevant experience in private banking, wealth management, or related financial services.

Skills and Attributes

• Strong relationship management and client servicing skills.
• Deep understanding of financial planning, investment products, and banking operations.
• Excellent communication and interpersonal abilities.
• High level of compliance awareness and risk management orientation.
• Proficiency in digital banking tools and automation strategies.
• Strategic thinking with a customer-first mindset.