Corporate Salary Relationship Manager

Idfc First Bank Limited; Uttar Pradesh; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Idfc First Bank Limited in Uttar Pradesh seeks a Corporate Salary Relationship Manager to deepen corporate salary accounts and convert prospects into real business opportunities, focusing on account quality and client growth.

You will lead a team of Relationship Officers, plan sales initiatives, and leverage cross-sell opportunities while ensuring KYC/AML compliance and top-notch service. The role requires 2–5 years of branch banking experience and a finance-oriented postgraduate degree.

Qualifications

• Graduate in any discipline required.
• Postgraduate in Finance (MBA preferred) recommended.
• 2–5 years of relevant branch banking experience.

Responsibilities

• Deepen existing portfolio to ensure customer stickiness.
• Maintain accurate and timely updates of salary amounts in acquired accounts.
• Periodically review under-performing customers and plan improvements.
• Assess client needs and generate revenue through cross-sell opportunities.
• Provide effective CRM for efficient servicing and best-in-class service.
• Drive corporate engagement to acquire and engage clients.
• Gather market intel and benchmark against competitors.
• Follow policies and procedures related to products, KYC, AML.
• Evaluate growth strategy using competitor feedback.
• Recommend process changes to improve service efficiency and quality.
• Manage a team of Relationship Officers and develop them.

Skills

Relationship management

Sales planning

Cross-selling

Team leadership

Client acquisition

Education

Graduate - Any

Postgraduate - Finance (MBA preferred)

Job description

Job Description

Job Title - Corporate Salary Relationship Manager

Business Unit - Retail Banking

The role entails deepening corporate salary accounts with a focus on quality of accounts. The role bearer has a responsibility to identify prospective customers and convert them into real business opportunities. The role would be responsible for acquiring corporate clients to enable acquisition of corporate salary accounts by sales managers and sales officers.

Roles & Responsibilities

• Deepen existing portfolio to ensure customer stickiness
• Ensure accurate and timely maintenance desired amounts in acquired accounts and update salary
• Periodically plan review of the under-performing customers and draw an action plan for improvement
• Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities
• Ensure effective Customer Relationship Management for efficient servicing and best in-class service
• Drive corporate engagement activities to acquire and engage corporate clients
• Gather latest Market intelligence and track and benchmark against best practices in competitor banks
• Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML
• Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers
• Recommend process changes in order to improve service efficiency and quality across the branch network
• Manage a team Relationship officer, taking responsibility of their development and attrition
• Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives

Managerial & Leadership Responsibilities

• Attract and retain best-in-class talent for key roles in their reporting structure
• Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements
• Enable teams to drive growth targets by providing necessary support

Educational Qualifications

• Graduate - Any
• Postgraduate - Finance (MBA preferred)

Experience

• 2 - 5 years of relevant branch banking experience