Relationship Manager - Emerging Corporate - Sales -Salem - Raja Towers - JM*
At a glance
Mid-level Account Management role at Eofh. Tamil Nadu · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Find local corporate prospects, assess their creditworthiness, and build relationships with customers and sourcing partners
- Learn clients’ financial goals and challenges, then identify new opportunities and cross-sell financial products
- Shape financing deals around client needs, prepare proposals, and present them to clients and internal stakeholders
- Recommend credit facilities such as working capital, overdrafts, and term loans while monitoring client risk
- Grow the portfolio and meet NII and fee-income targets, using financial statements and credit reports to guide decisions
What you bring
- You can source prospects locally and have strong relationships with partners, CAs, or DSAs in the area
- You can assess client creditworthiness and risk using financial statements, credit reports, and market trends
Who this fits
This role suits someone focused on corporate client relationships, credit solutions, sourcing, and portfolio growth. The position is based in Salem, Tamil Nadu.
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.
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