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Trade Service Manager



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10-12 Years
a month ago
59 Viewed
0 Applied

Job Description

Role/Job Title:Trade Service Manager

Function/ Department:Branch Banking

Job Purpose:

The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.

Roles & Responsibilities:

  • Ensure timely processing of Tfx transactions with the help of TDOs and ensure FTR on transactions.
  • Ensure all regulatory items with respective to processing are followed on the ground and ensure mandatory transactions/ claims are attended by branches on timely manner.
  • Ensure branches follow standard SOPs for Tfx transactions without any deviation.
  • Ensure regular auditing of the branches, provide them trainings and issue regular advisory on the processes.
  • Engage with branches and TDOs to ensure smooth on-boarding of clients.
  • Give regular feedback on the process gaps if any to the line managers to ensure smooth functioning.
  • Ensuring spoke branches also adhere to the processes via regular interventions.

Managerial & Leadership Responsibilities:

Ensure branches and Trade desk officers are provided enough support and guidance to deliver the desired results for the transactions and ensure TDOs pay due attention to the regulatory pendency which are very crucial to be kept under control.

Education Qualification:

Graduation: Bachelor's in Engineering / Technology / Mathematics / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other graduation degree.

Experience:Minimum 10+ years of relevant experience in Tfx.


IDFC FIRST Bank was formed by the merger of erstwhile IDFC Bank, promoted by renowned infrastructure financing institution IDFC Ltd. and leading technology NBFC, Capital First. IDFC FIRST Bank has provided over 30 million loans in its combined history and serves customers in over 60,000 villages, cities and towns across the length and breadth of the country. The bank believes in making customer-first products, and was the first universal bank to offer monthly interest credit on savings accounts, life time free credit cards with dynamic and low APR rates, and many other such interesting products.


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Last Updated: 19-06-2024 06:56:36 PM
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