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growthroles

Relationship Manager - Emerging Corporate - Sales - Bhubaneshwar - Samantarapur - JM

Eofh Open
Bhubaneswar Full-time Manager Account Management

At a glance

Manager-level Account Management role at Eofh. Bhubaneswar · full-time.

Pay not stated Account Management salary

RoleAccount Management
SeniorityManager
LocationBhubaneswar
EmploymentFull-time
PostedJul 19, 2024
Role brief

growthroles summary, based on the employer's posting.

What you'll do

  • Find prospects locally, assess their creditworthiness, and build customer relationships
  • Maintain corporate client relationships while uncovering new opportunities and additional revenue
  • Structure tailored finance deals, then present proposals to clients and internal stakeholders
  • Offer working capital facilities, overdrafts, term loans, and other credit products
  • Grow portfolios through cross-selling while delivering NII and fee-income targets

What you bring

  • You can build a dependable deal pipeline through partners, CAS, and DSAs in your location
  • You can interpret financial statements, credit reports, and market trends to evaluate risk
  • You can follow audit, regulatory, and company rules, processes, and policies

Who this fits

This role suits a relationship-focused sales professional who can source local corporate prospects, structure credit, and expand existing portfolios. You will work across clients and internal stakeholders while staying accountable for compliance and income targets.

From the employer

Client Identification & Sourcing:

  • Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer
  • Strong relationship with partners/ Cas / DSAs in your location who shall enable consistent deal pipeline.
  • Understand clients' financial goals, challenges, and opportunities.

Client Relationship Management:

  • Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.
  • Identify new business opportunities and revenue streams within the corporate finance sector.
  • Expand the client base and promote financial products and services including cross sell of products.

Deal Structuring:

  • Collaborate with clients to structure financial deals tailored to their specific needs.
  • Prepare and present proposals to clients and present the same internally to all stakeholders.

Credit Solutions:

  • Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers.
  • Assess creditworthiness and risk factors associated with clients on an ongoing basis.

Portfolio Growth:

  • Focus on portfolio growth by cross-selling financial products and services.
  • Achieve budgetary targets for Net Interest Income (NII) and fee income.

Financial Analysis:

  • Analyze financial statements, credit reports, and market trends to assess client performance and risks.
  • Develop insights to enhance client portfolios.

Compliance:

Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

Opportunity

Account Management work from LinkedIn, X, Reddit and Upwork, in one list.

Each morning you get everything that fits, strongest first.

Account Management

Find me work

By the team behind growthroles.

Find me work
Opportunity

Account Management work from LinkedIn, X, Reddit and Upwork, in one list.

Each morning you get everything that fits, strongest first.

Find me work

By the team behind growthroles.