Job Description:

Role/ Job Title: Relationship Manager - Corporate Liability Group- IDFC Bank

Function/ Department: Wholesale 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.

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

Professional Qualification/Certification: Any Skilled Degree

Experience:

5- 12 years of relevant experience in corporate current account acquisition.

📌 RM- Corporate Liability Group (Mumbai)
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