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IDFC FIRST Bank

Associate Relationship Manager - Unnati MBL

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Job 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: Any Graduate

Years of Experience: 0-2 years

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About Company

Job ID: 137395719