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IDFC FIRST Bank
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Relationship Manager

Relationship Manager

IDFC FIRST Bank

15 years

0 Lacs

indore madhya pradesh india

Posted:2 days ago| Platform:

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Skills Required

portfolio cms coordination compliance orm risk finance service

Work Mode

On-site

Job Type

Full Time

Job Description

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

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

Educational Qualifications

Graduate - AnyPost Graduate – Any

Experience

15+ years of experience

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