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Senior Service Associate at IDFC FIRST Bank — Bengaluru

Experience2–5 yrs
SalaryNot disclosed
Work modeunknown
Levelmid
Posted19 Sept 2026

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About IDFC FIRST Bank

IDFC FIRST Bank is hiring in Bengaluru in financial services. This role looks for around 2+ years of experience.

The role

A senior service associate role at a banking and financial services company focused on client-facing wholesale banking operations support (disbursals, documentation, and covenant monitoring). You will manage end-to-end documentation and transactions, track and monitor covenants, resolve client documentation queries for disbursal, and decide on security creation adequacy (mortgage, pledge, hypothecation) within policy frameworks. Required experience is 2–5 years, with knowledge of CAD process, account opening, and client service; work is in Bengaluru, Karnataka, India.

Full job description

Job Requirements

Job Title: Senior Service Associate

Department/Function: Wholesale Banking Operations

Job Purpose

Senior Service associate is Client Facing function and act as a SPOC between Business , Operations team and Client to support disbursals, documentation and other ongoing monitoring activities.

Roles & Responsibilities:

The roles expects candidates with Knowledge on CAD Process, account opening and Client service to an extent.

Ensure support is provided to client End to End on documentations, transactions.

Ensure proactive follow up and tracking of Covenants that needs to be adhered by the client.

Liaise with CAD, BR ops, CPU team for necessary closure of requests.

Liaise with other banks/NBFC with regards to security document completion and intern liase with Empannelled vendor for closure of reports.

Establish and maintain relationships, providing added value to selected clients and supporting the broader business relationship.

Make independent decisions on client issue resolution within policy frameworks and prioritise actions to meet agreed‑upon TATs.

Ensure enforceable legal documentation for credit facilities as per legal guidance and standard formats/procedures.

Decide on the adequacy of security creation (mortgage, pledge, hypothecation) and approve documentation. Ensure various covenant/deferral tracking in system.

Monitor covenant compliance and trigger remedial actions when breaches are detected.

Liaise with Business Teams, Legal, Credit, etc., for timely and quality deliverables by resolving issues/answering queries.

Take ownership of issue resolution and make binding decisions within scope.

Ensure to meet the clients for resolving queries on documentation for disbursal

Educational Qualifications:

Graduation: Bachelor of Commerce (B.com) / Bachelor of Science (B.Sc) / Bachelor of Arts (BA) / Bachelor of Business & Insurance (BBI) / Bachelor of Management Studies (BMS)

Post-Graduation: Master of Business Administration (MBA) / Master of Commerce (M.com) / Master of Arts (MA)

Experience: 2 - 5 years of relevant experience