From: Neha . [mailto:neha.bhardwaj@idfcfirst.bank.in]
Sent: 15 September 2026 16:53
Cc: Sangeeta Gupta <sangeeta.gupta1@idfcfirst.bank.in>
Subject: RM CA Required - North Region

Dear All

Pls share relevant CVs for below locations for CA RM

• Chandni Chowk
• New Friends Colony
• Green Park.
• Bhopal Arera Colony
• Indore Commerce House
• Gurgaon Galleria Branch
• Gurgaon Golf Course Extension Road Branch
• Gurgaon - Golf Course Road Branch

Req ID P-217207// Age 33 Yrs Old// CTC 12.70 LPA MAX

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 CURRENT ACCOUNT 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

Interview details will be shared one day in advance. Please keep the candidates informed that if their CV is shortlisted, they may be required to attend the interview on the following day.

You may also consider candidates who were part of the earlier list but were not interviewed or whose CVs were not shortlisted, if you believe their profiles are a strong fit and 100% relevant for the RM CA role.

Warm Regards

Neha Bhardwaj

Associate Manager-Talent Acquisition • Human Resources

neha.bhardwaj@idfcfirstbank.com

Kindly anticipate a response via email within 24 hours.