Associate Relationship Manager-Corporate Liability

IDFC FIRST Bank; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

IDFC FIRST Bank in Gurugram is seeking an Associate Relationship Manager- Corporate Liability to lead a city/region strategy, target top corporate clients, and convert opportunities.

The role requires origination of NTBs, onboarding clients with cash and trade solutions, and building deep relationships with PE/VC funds, law firms, CA networks, and online startups. Collaboration with product teams is essential.

Qualifications

• 2-5 years of relevant experience in corporate current account acquisition.
• Graduation and Post Graduation in any field.
• Experience in onboarding corporate clients and delivering cash/trade solutions.

Responsibilities

• Originate NTBs and manage a portfolio of Corporate Liability Group clients.
• Originate CMS/Trade Processing/FX transactions for digital-first clients, IT/ITES and MNCs.
• Onboard startups with cash and trade solutions.
• Develop relationships with PE/VC funds, incubators, law firms and CA networks to provide cash/trade solutions.
• Cross-sell bank products to maximize share of wallet.
• Collaborate with Product Sales Managers and Implementations teams across banking products.

Skills

NTB acquisition

Relationship management

Cross-sell

Corporate cash management

FX/trade solutions

Education

Graduation

Post Graduation

Tools

CMS/Trade Processing

FX Platforms

Job description

Role/Job Title: Associate Relationship Manager- Corporate Liability

Job Purpose

Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them.

Roles and Responsibilities

• Origination of New to Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients sourced by oneself.
• Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, developing unique solutions wherever required.
• Work with founders of well-funded start-ups, mainly online aggregators, e-commerce and fintech firms, to provide cash and trade solutions and onboard them.
• Build Liquid Asset OR Cash, backed Lending (short credit assessment memo)
• Develop deep relationships with PE/VC funds and Incubators to provide cash and trade solutions to their investee companies. Extend these influencer relationships to renowned law firms & Chartered Accounts as well.
• Manage relationships with existing clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
• Collaborate with the various Product Sales Managers and the Implementation teams across all Banking products to achieve these objectives.

Educational Qualifications

Graduation: Any graduate

Post Graduation: Any post - graduate

Experience

2-5 years of relevant experience in corporate current account acquisition