Relationship Manager-Corporate Liability

IDFC FIRST Bank; Maharashtra; On-site; INR 800,000 - 1,200,000; Full time

Job summary

IDFC FIRST Bank is seeking a Relationship Manager for their Corporate Liability Group in Maharashtra. The role involves developing a corporate liability strategy and managing a portfolio of clients, including corporations and startups.

The ideal candidate will have over 5 years of relevant experience and a strong focus on client relationships, solution-oriented strategies, and revenue maximization.

Qualifications

• Graduation in any field.
• Post Graduation in any field.
• Professional qualifications are preferred.

Responsibilities

• Originate accounts and manage Corporate Liability Group clients.
• Onboard clients with tailored cash and trade solutions.
• Develop relationships with PE/VC funds for client solutions.
• Increase revenue through cross-selling bank products.

Skills

Corporate current account acquisition

Client relationship management

Portfolio management

Solutions-based approach

Education

Any Graduate

Any Post Graduate

Any Professional Degree

Job description

Overview

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.

Qualifications

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.