Relationship Manager -Emerging Corporate -Sales -Kolkata - Avani Signature - JM*
Kolkata Full-time Manager Account Management
At a glance
Mid-level Account Management role at Eofh. Kolkata · full-time.
Pay not stated
RoleAccount Management
SeniorityManager
LocationKolkata
EmploymentFull-time
PostedJan 22, 2024 · 32mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Build corporate relationships by understanding financial goals and finding new revenue opportunities
- Structure client-specific deals, then prepare and present the resulting proposals
- Recommend working capital facilities, overdrafts, term loans, and other credit products
- Grow portfolios through cross-selling while delivering NII and fee-income targets
- Review statements, credit reports, and market trends to evaluate performance and risk
What you bring
- A graduate or postgraduate qualification in any discipline
- Ability to assess client creditworthiness, financial risks, and portfolio performance
- Ability to follow audit, regulatory, and company policies and processes
Who this fits
This role suits a relationship-focused sales professional handling emerging corporate clients and financial products. You'll work from Kolkata and balance client development, credit assessment, portfolio growth, and compliance.
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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