The role entails providing financial solutions to meet the working requirements of the Business Banking customers and ensure best in class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for Asset NTB clients acquisition along with Liabilities and TFX deepening. The role will closely collaborate with the product, branch, credit and operations teams to drive effective customer acquisition, servicing and deepening.
Roles & Responsibilities:
Responsible for acquiring recent customers for Business Banking with a detail understanding of Credit assessment
Responsible for acquiring trade fx funded asset customers & high-value MSME Asset relationships • Knowledge on Liability, Fx, Trade and Client Relationship,
Delinquency management, Relationship management and Analytical mindset.
Develop a superior working relationship with Branch banking for cross leveraging & synergy optimization and Work within the Overall Bank Eco System with other Stakeholders
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
Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives
Understanding of Financial statements, Credit Assessment and title- security documents.
Graduate degree: Any stream
Post Graduate degree : MBA Preferred
Years of Experience
4 to 8 years of relevant experience in BFSI
📌 Senior Relationship Manager Business Banking Mumbai
🏢 IDFC FIRST Bank
📍 Mumbai
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