Relationship Manager-NBFC

Idfc First Bank Limited; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

IDFC FIRST Bank Limited is seeking a Relationship Manager – NBFC to acquire and manage relationships with mid to large NBFC clients, delivering tailored banking solutions while ensuring regulatory compliance.

You will drive business across asset and liability products, collaborate with Treasury, Risk, Compliance, and Legal, and focus on client engagement, risk management, and service excellence in a dynamic banking environment.

Qualifications

• 5–10 years of NBFC relationship management experience.
• Graduate degree; PG preferred.

Responsibilities

• Acquire and manage a portfolio of NBFC clients, ensuring onboarding and servicing.
• Structure customized banking solutions aligned with bank policies.
• Drive revenue across asset and liability products within risk framework.
• Conduct due diligence and manage credit exposure across client lifecycle.
• Analyze financial reports to identify early warning signals and mitigate risks.
• Collaborate with internal teams (Treasury, Risk, Compliance, Legal) for efficient execution.
• Monitor client satisfaction and propose process improvements.
• Lead and develop a high-performing team.

Skills

NBFC business models

Relationship management

Communication

Negotiation

Stakeholder management

Risk management

Compliance

Team leadership

Financial analysis

Education

Graduate in any discipline

Postgraduate in any field preferred

Job description

Job Requirements

About the Role

The Relationship Manager – NBFC will be responsible for acquiring and managing relationships with mid to large-sized NBFC clients. The role focuses on deepening customer engagement across asset and liability products, driving business growth, and ensuring compliance with regulatory and internal guidelines. The ideal candidate will act as the first point of contact for clients, delivering tailored solutions and contributing to the bank’s strategic objectives.

Key Responsibilities

Primary Responsibilities

• Acquire and manage a portfolio of NBFC clients, ensuring seamless onboarding and servicing.
• Understand client needs and structure customized banking solutions aligned with the bank’s policies.
• Drive business generation across asset and liability products within regulatory and risk frameworks.
• Conduct due diligence and manage credit exposure throughout the client lifecycle.
• Analyze financial reports to identify early warning signals and mitigate potential risks.
• Ideate and implement diversified revenue strategies and client acquisition campaigns.
• Collaborate with internal teams (Treasury, Risk, Compliance, Legal) to ensure efficient execution.
• Monitor customer satisfaction and recommend process improvements to enhance service delivery.
• Champion a customer-first culture and ensure high service standards across the team.

Secondary Responsibilities

• Address regulatory pendencies, client escalations, BAU service requests, and franchise risk.
• Attract and retain top talent, monitor team productivity, and drive improvements in hiring and retention.

What We Are Looking For

Education

• Graduate in any discipline
• Postgraduate in any field preferred

Experience

• 5–10 years of relevant experience in relationship management for NBFC clients

Skills and Attributes

• Strong understanding of NBFC business models and banking products
• Proven ability to manage high-value client relationships
• Excellent communication, negotiation, and stakeholder management skills
• Analytical mindset with a focus on risk management and compliance
• Ability to lead teams and drive performance in a dynamic environment

Key Success Metric

• Growth in NBFC portfolio through strategic acquisition, relationship deepening, and revenue generation.