IDFC FIRST Bank—Associate Relationship Manager - Unnati MBL

Job description

Description: Job Requirements Role/ Job Title: Associate Relationship Manager - Unnati MBL Function/ Department: Unnati MBL Job Purpose: 'To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities: '• Identify new market opportunities and proactively work towards customer acquisition and lead generation through localized initiatives such as canopy activities, leaflet distribution, cold calling, and similar engagement efforts. • Service leads generated through front-line sales, cross-sell initiatives, or other internal/external channels, ensuring timely and effective follow-ups. • Deliver exceptional client service and focus on customer retention by building and nurturing strong relationships, thereby supporting product sales and driving new client acquisition. • Achieve individual performance targets related to income generation, product sales, and onboarding of new clients, as per the agreed objectives. • Manage the end-to-end customer journey from login to disbursement, including documentation, counselling, fulfilment, and continuous handholding throughout the sanction and disbursal process. • Ensure customers do not turn into non-starters, including proactive support to collections teams in recovering EMIs in case of payment defaults. • Develop strong market relationships by actively engaging with local builders, business communities, and exploring new channel partners to expand outreach and visibility. Secondary Responsibilities: '• Deliver exceptional client service and focus on customer retention by building and nurturing strong relationships, thereby supporting product sales and driving new client acquisition. Qualifications: Graduate Years of Experience: 0-2 years #LI-DNI Skills: financial advisory, banking operations, customer retention, client service, lead generation, customer acquisition, sales support, loan processing, crm utilization, developing people, sales target tracking & reporting, digital literacy, credit evaluation, customer engagement, customer insights, lead management & channel coordination, customer orientation, client acquisition, sales funnel management, customer service, market research, personal branding, financial planning, problem solving, learning agility, financial analysis, customer acquisition strategy, client engagement, data interpretation, communication & influence