Associate Relationship Manager - Unnati MBL
About this role
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
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Company at a glance
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Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
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