Associate Relationship Manager-Corporate Liability

Idfc First Bank Limited; Indore District; On-site; INR 800,000 - 1,800,000; Full time

Job summary

Idfc First Bank Limited seeks an Associate Relationship Manager- Corporate Liability to lead corporate liability strategies and convert top clients in the Wholesale Banking space. The role emphasizes origination, onboarding, and building deep client relationships with corporates, fintechs and online aggregators.

The candidate will drive cash and trade solutions, cross-sell wealth products, and collaborate with product sales and implementation teams to maximize revenue and wallet share in a

Qualifications

• NTB origination and farming a portfolio of Corporate Liability Group clients.
• Experience handling CMS/Trade/FX processing for corporate clients.
• Ability to onboard and service digital-first companies and start-ups.

Responsibilities

• Origination of New to Bank (NTB) accounts and farming a portfolio of Corporate Liability Group clients.
• Originate CMS/Trade Processing/FX transactions from Digital First Companies, local IT/ITES firms and MNC subsidiaries.
• Onboard start-ups and online aggregators with cash and trade solutions and bespoke offerings.
• Build Liquid Asset or Cash-backed Lending with short credit assessment memos.
• Develop relationships with PE/VC funds, incubators, law firms and Chartered Accountants for cash and trade solutions.
• Grow CA balances, term deposits, and throughputs across CMS/Trade/FX while cross-selling salary and wealth products.
• Collaborate with Product Sales Managers and Implementation teams to achieve objectives.

Skills

NTB origination

Corporate Liability portfolio

CMS/Trade/FX processing

Client onboarding

Relationship management

Cross-selling

Education

Graduation

Post Graduation

Job description

Job Description:

Job Requirements

Role/Job Title: Associate Relationship Manager- Corporate Liability

Function/ Department: Wholesale Banking

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