Senior Relationship Manager-Business Banking
IDFC First Bank
Job Requirements
About the Role
The Senior Relationship Manager – Business Banking is responsible for delivering tailored financial solutions to meet the working capital and banking needs of Business Banking customers. The role focuses on acquiring new asset clients, deepening relationships across liabilities and trade forex (TFX), and ensuring a superior customer experience. The role requires close collaboration with product, branch, credit, and operations teams to drive effective acquisition, servicing, and relationship management.
Primary Responsibilities
- Acquire new Business Banking customers with a strong understanding of credit assessment and financial analysis.
- Target high-value MSME clients and trade forex-funded asset relationships.
- Deepen customer relationships across liabilities, trade forex, and other banking products.
- Collaborate with branch banking teams to leverage synergies and optimize cross-functional outcomes.
- Evaluate market trends and competitor strategies to inform growth plans.
- Recommend process improvements to enhance service efficiency and quality across the branch network.
- Demonstrate strong sales planning capabilities and contribute to promotional and marketing initiatives.
- Understand financial statements, credit assessments, and title/security documentation.
Secondary Responsibilities
- Work within the broader bank ecosystem to ensure seamless customer onboarding and servicing.
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