So… why is it free?

Employers pay when they hire through Elip. You're not the product — you're the talent it finds. No contracts, no card. Not useful? One message wipes everything. No hidden Pro tier. No “contact sales.” This is the entire pricing page.

Client Services Advisor at IDFC FIRST Bank — Delhi

Experience8–10 yrs
SalaryNot disclosed
Work modeunknown
Levelexecutive
Posted19 Sept 2026

Apply for this job

About IDFC FIRST Bank

IDFC FIRST Bank is hiring in Delhi in financial services. This role looks for around 8+ years of experience.

The role

A senior Client Services Advisor role at a banking and financial services company, within Wholesale Banking Operations, managing a portfolio of wholesale banking clients and delivering post-transaction and advisory services for cash management, remittance, and transaction banking. The role requires experience in CMS Platinum/Non-Platinum client servicing and transaction banking operations covering API Banking, Host-to-Host (H2H) integrations, UPI, Cash & Cheque Collections, Bulk Payments, NACH/e-NACH, BBPS, Dividend Payouts, and Virtual Accounts, plus client servicing and digital banking solutions. Location is Delhi, Uttar Pradesh, India, and the work mode is not specified.

Full job description

Job Requirements

Role/ Job Title: Client Services Advisor

Function/ Department: Wholesale Banking Operations

Job Purpose: 'Client Services is a client facing function that involves close engagement with Wholesale Banking clients and the entire spectrum of internal Business & Support functions covering Technology & Operations. Client centric approach to ensure that the Products & solutions implemented are functioning effectively and BAU operations of clients function smoothly. The team provides Post Transaction & Advisory services in the Cash Management, Exchange House & Remittance Services domain. The incumbent functions as a conduit between the Banks and the clients to ensure fulfilment of the client's needs across Transaction Banking (Cash, Digital Banking, Exchange House and General Banking needs.

KEY ROLE COMPONENTS : Client Service Delivery, Client Management, Internal & External Stakeholder management, Internal coordination with Tech/Operations for Service Delivery, TAT Adherence

Roles & Responsibilities:

Maintain and exercise control over a portfolio of clients covering CMS Platinum & Non-Platinum segments and General Banking Services, with sound knowledge and servicing experience across API Banking, Host-to-Host (H2H) integrations, UPI, Cash & Cheque Collections, Bulk Payments, NACH/e-NACH, BBPS, Dividend Payouts, Virtual Accounts, and other Cash Management solutions, as applicable.Ensure that services to WB clients are of the highest standard with sharper SLAs for Platinum CMS clients & Top Tier marquee names, while constantly monitoring customer quality in order to minimize the risk of loss to the bank.Conduct regular service review meetings with decision makers and operational contacts, prepare minutes and follow through all the issues raised by client and ensure timely resolution.Liaise with Implementation, Sales, Operations, Product Management, Channel Management, Relationship Manager and Technology teams to ensure high quality of service delivery across Cash Management products.Proactively ideate and provide inputs and initiate projects leading to operational efficiency and ease of business.Continue to improve the client related processes, post implementation period.Act as the primary owner/single point of contact for clients in the portfolioEstablish and maintain relationship and provide added service to selected clients in supporting the business relationship.Advisors will be responsible for managing their respective portfolios in CMS / Digital Banking & Collections/Payments solutions.Provide support for rollout of new products/servicesTesting & verification of system enhancements

Educational Qualification: Graduate/Postgraduate in Engineering, Commerce or Management

Experience: 8 to 10 years in BFSI Industry in CMS, Transaction Banking, Client Servicing and Digital Banking solution