Relationship Manager
IDFC FIRST Bank
Date: 2 weeks ago
City: Indore, Madhya Pradesh
Contract type: Full time
Job Requirements
Job Title – Senior Relationship Manager
Place of work - Mumbai
Business Unit – TBG
Function – TBG- Sales
Job Purpose
The role holder has the responsibility of directly managing a portfolio of Corporate Liability Clients. To work as a SPOC for Digital Partnership Team Pan India representing TBG. Digital Product & Project Manager, directly responsible for Digital Partnership Projects assigned.
Roles & Responsibilities
Graduate - Any
Post Graduate – Any
Experience
15+ years of experience
Job Title – Senior Relationship Manager
Place of work - Mumbai
Business Unit – TBG
Function – TBG- Sales
Job Purpose
The role holder has the responsibility of directly managing a portfolio of Corporate Liability Clients. To work as a SPOC for Digital Partnership Team Pan India representing TBG. Digital Product & Project Manager, directly responsible for Digital Partnership Projects assigned.
Roles & Responsibilities
- Senior Relationship Manager directly managing a portfolio of Corporate Clients to acquire and build CASA & FD, CMS, FX, Trade & DCM Fees, additionally cross sell Saving Accounts and Corporate Salary Accounts.
- SPOC for Digital Partnership Team Pan India representing TBG for Complete CMS solutions along with Account Opening: Taking an introduction from Digital Partnership Team and further coordinating for Intro, Account Opening and Complete Solutions Offering to the partner to ensure
- Digital Partnership related requirements are prioritized and fulfilled well
- Get Partner to start Primary Banking with IDFC FIRST Bank and
- SPOC for all matters including Escalations for three teams- i) Client ii) Digital Partnership Team and iii) TBG
- Product & Project Manager, directly responsible for Digital Partnership Projects assigned, to ensure they GoLive from first stage
- Preparation of PAC Approval Note
- Coordination and concensus with multiple teams to ensure partner GoesLive - Compliance, Operations, Collections and Disbursement Recon Team, ORM, Risk, Product, Escrow Product, IT, Credit Policy, Collegues in Digital Partnership Team, Finance, respective TBG collegues including the mapped RM
- Additionally, be responsible for Regulatory Pendency if any, Client escalations, BAU service requests, Compliance and Franchise Risk if any
Graduate - Any
Post Graduate – Any
Experience
15+ years of experience
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