Associate Relationship Manager
Published date: 2026/11/10
- Location: Pune, Maharashtra, India
Role/Job Title: Associate Relationship Manager - Corporate Coverage
Business: Wholesale Banking
Function/ Department: Client Coverage
Roles & Responsibilities:
'- Ensure seamless customer on boarding by ensuring best in-class customer servicing standards and processes and develop deep relationships to become the client's banking partner of choice
- Spearhead business generation within stringent and dynamic regulations and bank's risk appetite to expand the volume of trade
- This role further entails the responsibility of understanding client needs, business and sector characteristics
- Understand customer requirements and structure solutions to achieve customer satisfaction while remaining aligned with the bank’s policies
- The role bearer is accountable for customer acquisition, due diligence and recovery
- Ideate to create diversified revenue sources for wholesale banking and facilitate campaigns to increase customer penetration and acquire high quality clients
- Study financial reports of clients to identify early warning signs and flag potential pitfalls to prevent losses to the bank
- Gather and leverage market intelligence to incorporate best practices
- Develop and maintain constructive relationships with key internal and external stakeholders to help achieve business critical goals
Secondary Responsibilities:
'- Collaborate with internal stakeholders (Treasury, Risk, Compliance, Legal) to achieve the desired business objectives whilst ensuring maximum efficiency in internal processes
- Create and deploy strong mechanisms that can constantly measure and monitor the customer satisfaction and envision changes to existing processes to improve specifications and performance
- Ensure high quality customer service and review customer complaints in order to maintain customer satisfaction and increase the treasury business
Managerial & Leadership Responsibilities:
'- Champion IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight
- Attract and retain best-in-class talent for key roles in their reporting structure
- Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements
Key Success Metrics:
Revenue, Client Servicing, Compliance, New Customer acquisition, portfolio health
Business: Wholesale Banking
Function/ Department: Client Coverage
Roles & Responsibilities:
'- Ensure seamless customer on boarding by ensuring best in-class customer servicing standards and processes and develop deep relationships to become the client's banking partner of choice
- Spearhead business generation within stringent and dynamic regulations and bank's risk appetite to expand the volume of trade
- This role further entails the responsibility of understanding client needs, business and sector characteristics
- Understand customer requirements and structure solutions to achieve customer satisfaction while remaining aligned with the bank’s policies
- The role bearer is accountable for customer acquisition, due diligence and recovery
- Ideate to create diversified revenue sources for wholesale banking and facilitate campaigns to increase customer penetration and acquire high quality clients
- Study financial reports of clients to identify early warning signs and flag potential pitfalls to prevent losses to the bank
- Gather and leverage market intelligence to incorporate best practices
- Develop and maintain constructive relationships with key internal and external stakeholders to help achieve business critical goals
Secondary Responsibilities:
'- Collaborate with internal stakeholders (Treasury, Risk, Compliance, Legal) to achieve the desired business objectives whilst ensuring maximum efficiency in internal processes
- Create and deploy strong mechanisms that can constantly measure and monitor the customer satisfaction and envision changes to existing processes to improve specifications and performance
- Ensure high quality customer service and review customer complaints in order to maintain customer satisfaction and increase the treasury business
Managerial & Leadership Responsibilities:
'- Champion IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight
- Attract and retain best-in-class talent for key roles in their reporting structure
- Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements
Key Success Metrics:
Revenue, Client Servicing, Compliance, New Customer acquisition, portfolio health
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