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Relationship Manager

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Place of work - Mumbai

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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 - Any

Post Graduate – Any

 

Experience:

15+ years of experience

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