Associate Relationship Manager-Corporate Liability
GurugramFull-time2–5 yrsPosted 4 months ago
Mid-level finance role at IDFC FIRST Bank in Gurugram. Needs 2+ years and a CA.
About the role
Target top clients in the coverage geography and convert them.
What you'll do
- Origination of New to Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients sourced by oneself
- Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries
- Onboard these clients with a solutions-based approach, developing unique solutions wherever required
- Work with founders of well-funded start-ups, mainly online aggregators, e-commerce and fintech firms, to provide cash and trade solutions and onboard them
- Build Liquid Asset OR Cash, backed Lending (short credit assessment memo)
What you need
- Credit appraisal
- Wealth management
- Cross-selling
- Sales