Relationship Manager-Large Corporate-Sales-Kolkata -Avani Signature-M4-M6
West Bengal Full-time Manager Account Management
At a glance
Mid-level Account Management role at Eofh. West Bengal · full-time.
Pay not stated
RoleAccount Management
SeniorityManager
LocationWest Bengal
EmploymentFull-time
PostedMay 18, 2024 · 28mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Build relationships with large corporate clients and uncover additional finance needs and revenue opportunities
- Meet CXO and promoter-level contacts independently across current and prospective accounts
- Lead pricing and deal negotiations, then close transactions against organizational goals
- Shape tailored proposals involving working capital, overdrafts, term loans, and structured finance
- Grow portfolios through cross-selling while delivering NII and fee-income targets
What you bring
- Experience assessing financial statements, credit reports, market conditions, client performance, and related risks
- Ability to structure credit transactions and evaluate working capital, term-loan, overdraft, and other financing needs
- Capability to manage audit, regulatory, and internal policy requirements throughout client and transaction work
Who this fits
This role suits a relationship-focused corporate finance salesperson who can work directly with senior client decision-makers and manage deals through closure. You will be based in West Bengal, India, in a full-time manager role.
From the employer
Client Relationship Management:
- Build and maintain strong relationships with corporate clients in the Large 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.
- Ability to independently engage with CXO / Promoter level of existing and target clients
- Ability to lead pricing and deal structuring negotiations and independently ensure closure of transactions in line with organisational objectives
Deal Structuring:
- Collaborate with clients to structure financial deals tailored to their specific needs.
- Prepare and present proposals to clients.
Credit Solutions:
- Offer credit solutions, including working capital facilities, overdrafts, term loans, and other structured financial products.
- Assess creditworthiness and risk factors associated with clients.
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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