Associate Relationship Manager - Commercial Banking
IDFC FIRST Bank
Date: 5 hours ago
City: Mumbai, Maharashtra
Contract type: Full time
Job Requirements
Role/ Job Title: Associate Relationship Manager – Commercial Banking
Function/ Department: Commercial Banking
Job Purpose
Support the Relationship Manager in acquiring and activating clients, driving book growth and fee income, and cross‑selling transaction banking products (CMS, Trade Services) and treasury/FX solutions, while ensuring flawless execution, documentation, and risk/compliance hygiene across the portfolio. Coordinate with product, credit, legal, and operations teams to deliver timely solutions, superior client service, and robust MIS/reporting.
Roles & Responsibilities
Graduation: Any graduate
Post-graduation: Any post- graduate
Experience: 0 to 4 years of relevant experience
Role/ Job Title: Associate Relationship Manager – Commercial Banking
Function/ Department: Commercial Banking
Job Purpose
Support the Relationship Manager in acquiring and activating clients, driving book growth and fee income, and cross‑selling transaction banking products (CMS, Trade Services) and treasury/FX solutions, while ensuring flawless execution, documentation, and risk/compliance hygiene across the portfolio. Coordinate with product, credit, legal, and operations teams to deliver timely solutions, superior client service, and robust MIS/reporting.
Roles & Responsibilities
- Assist in preparing client proposals, credit appraisals, and documentation.
- Act as a secondary point of contact for clients, ensuring timely responses to queries.
- Support RMs in meeting balance sheet and income targets from interest and fee-based products.
- Track opportunity pipelines and account activation (utilization, first drawdown, wallet ramp-up).
- Ensure smooth execution of transactions, including disbursements and amendments.
- Coordinate with internal teams to resolve operational bottlenecks.
- Prepare CAM for NTB and ETB renewals; monitor covenants for existing contracts.
- Maintain accurate client records, including financial statements and transaction history.
- Generate reports for RM and management review.
- Identify opportunities for cross-selling products like treasury services, CMS, and forex.
- Support RM in achieving cross-sell targets.
- Maintain CRM hygiene by logging interactions, updating opportunities, and ensuring periodic reviews.
- Prepare meeting notes and action trackers; follow through to closure.
- Support audits and compliance reviews; close observations within timelines.
- Curate sector and competitor intelligence; contribute to campaigns and AOP inputs.
- Provide back-up coverage for RM during leave/travel to ensure service continuity.
Graduation: Any graduate
Post-graduation: Any post- graduate
Experience: 0 to 4 years of relevant experience
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