Relationship Manager-Large Corporate-Sales-Mumbai-Lower Parel-JM *ASM-SM*
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
PostedJun 6, 2024 · 28mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Build corporate relationships by understanding clients’ financial goals, problems, opportunities, and financing needs
- Find new revenue opportunities, grow the client base, and cross-sell financial products and services
- Lead pricing and deal-structure discussions with CXO and promoter-level contacts through transaction close
- Design financing proposals covering working capital facilities, overdrafts, term loans, and structured products
- Review financial statements, credit reports, and market trends while meeting NII and fee-income targets
What you bring
- Experience independently engaging CXO and promoter-level contacts at existing and prospective clients
- Capability to assess credit quality and risk across corporate clients and proposed financing
- Ability to negotiate pricing and transaction structures and secure closure against organisational objectives
Who this fits
This role suits a Mumbai-based relationship manager who can independently handle large corporate clients, negotiate financing transactions, and grow a portfolio. You’ll also need to follow audit, regulatory, and company processes closely.
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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