Relationship Manager-Large Corporate-Sales-Mumbai - Lower Parel-MM*
Mumbai Full-time Manager Account Management
At a glance
Mid-level Account Management role at Eofh. Mumbai · full-time.
Pay not stated
RoleAccount Management
SeniorityManager
LocationMumbai
EmploymentFull-time
PostedJan 9, 2024 · 33mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Build corporate-client relationships while finding new finance-sector opportunities and expanding product adoption
- Shape client-specific financial transactions, then create and deliver the related proposals
- Recommend working capital facilities, overdrafts, term loans, and other credit products
- Grow portfolios through cross-selling while meeting NII and fee-income targets
- Review statements, credit reports, and market trends to identify performance and risk insights
What you bring
- A graduate or postgraduate qualification in any field
- The ability to assess client creditworthiness and associated risks
- The discipline to follow audit, regulatory, and internal policies
Who this fits
This role suits a relationship manager who can develop Emerging Corporate accounts, structure deals, and grow financial-product portfolios. You will work from Mumbai and handle both revenue goals and compliance responsibilities.
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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