Relationship Manager-Corporate Liability

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