Relationship Manager - Emerging Corporate - Sales - Bareilly - Civil Lines - JM
At a glance
Mid-level Account Management role at Eofh. Bareilly · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build corporate-client relationships while finding new finance opportunities and expanding product adoption
- Shape deals around client needs, then prepare and present the resulting proposals
- Recommend working capital facilities, overdrafts, term loans, and other credit offerings
- Grow portfolios through cross-selling while delivering NII and fee-income targets
- Review statements, credit reports, and market trends to assess risk and improve portfolios
What you bring
- A graduate or postgraduate qualification in any discipline
- The ability to evaluate client creditworthiness, financial statements, credit reports, and related risks
- Careful adherence to audit, regulatory, and internal company rules and processes
Who this fits
This role suits someone who can manage corporate relationships while developing credit-led business and portfolio revenue. You will work across deal preparation, financial assessment, cross-selling, and compliance. The position is based in Bareilly, India.
From the employer
1 Client Relationship Management:
- Build and maintain strong relationships with corporate clients in the Emerging Corporate segment.
- Understand clients' financial goals, challenges, and opportunities.
- Identify new business opportunities and revenue streams within the corporate finance sector.
- Expand the client base and promote financial products and services.
2 Deal Structuring:
- Collaborate with clients to structure financial deals tailored to their specific needs.
- Prepare and present proposals to clients.
3 Credit Solutions:
- Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.
- Assess creditworthiness and risk factors associated with clients.
4 Portfolio Growth:
- Focus on portfolio growth by cross-selling financial products and services.
- Achieve budgetary targets for Net Interest Income (NII) and fee income.
5 Financial Analysis:
- Analyze financial statements, credit reports, and market trends to assess client performance and risks.
- Develop insights to enhance client portfolios.
6 Compliance:
Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.
Qualifications -
Minimum Degree: Graduate/Post graduate in any discipline .
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