Relationship Manager-Corporate Liability

IDFC FIRST Bank; Kolkata District; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

IDFC FIRST Bank is seeking a Relationship Manager for the Corporate Liability Group in Kolkata District. This role focuses on developing corporate liability strategies, onboarding clients, and managing relationships. The ideal candidate should have over 5 years of experience in corporate current account acquisition and the ability to build relationships with various stakeholders, including start-ups and investors. Educational qualifications include any graduate and postgraduate degrees, along with professional certifications.

Qualifications

• 5+ years of relevant experience in corporate current account acquisition.
• Ability to develop corporate liability strategies.
• Experience working with founders of well-funded start-ups.

Responsibilities

• Originate new accounts and manage a portfolio of clients.
• Onboard clients with solutions-based approaches.
• Build relationships with PE/VC funds and incubators.

Skills

Corporate current account acquisition

Relationship management

Digital solutions development

Cash management

Education

Any Graduate

Any Post Graduate

Any Professional Degree

Job description

Job Requirements

Role/ Job Title: Relationship Manager - Corporate Liability Group

Function / Department: Transaction Banking Group

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.

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
• Professional Qualification/Certification: Any Professional Degree

Experience

5+ years of relevant experience in corporate current account acquisition.