Relationship Manager -Mid Corporate -Sales -Mumbai -Lower Parel -JM*
At a glance
Manager-level Account Management role at Eofh. Mumbai · full-time.
Pay not stated Account Management salary
growthroles summary, based on the employer's posting.
What you'll do
- Win mid-corporate clients by finding prospects, converting them, and bringing in channel partners and direct selling agents
- Build relationships with corporate clients and partners, learning their financial aims, challenges, and opportunities
- Shape financing proposals around client needs and present options such as working capital, overdrafts, and term loans
- Review financial statements, credit reports, and market trends to judge risk and identify portfolio improvements
- Grow client portfolios through cross-selling while meeting targets for net interest income and fee income
What you bring
- You can assess client creditworthiness and the risks tied to their financial position
- You can follow audit, regulatory, and company rules, processes, and policies
Who this fits
This role suits someone focused on mid-corporate sales and relationship management, with an emphasis on acquiring clients and growing portfolios. You’ll also coordinate with a team and be willing to learn and share training.
From the employer
Client Acquisition:
- Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope.
Client Relationship Management:
- Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners
- 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
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 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
Desired Experience:
Compliance: Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies
Other desired attributes:
Team coordination, Good Attitude and willingness to learn & impart trainings
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