Relationship Manager -Mid Corporate -Sales -Pune - Fortune Centre -M1 -M3*
At a glance
Manager-level Account Management role at Eofh. Pune · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Pursue new mid-corporate accounts and add channel partners and direct selling agents to widen sales reach
- Manage corporate and partner relationships, understand client priorities, and uncover additional finance needs
- Work with clients on suitable deal structures, then develop and present financing proposals
- Offer working capital, overdraft, term-loan and other credit options after reviewing client risk
- Increase portfolio revenue through cross-selling, meet NII and fee-income goals, and assess financial records and credit reports
What you bring
- You can build relationships with mid-corporate clients and channel partners while identifying opportunities to expand business
- You can evaluate financial statements, credit reports and market trends to understand client performance and risk
Who this fits
This Pune-based role suits a client-facing sales professional focused on mid-corporate accounts, partner development and portfolio growth. You’ll structure credit deals and work toward Net Interest Income and fee-income targets.
From the employer
Key Objective of the Job:
Main Accountabilities
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.
Major Deliverables:
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
Specialized job competencies:
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
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