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
- Find mid-corporate prospects, win new clients, and bring channel partners and direct selling agents into the business
- Build relationships with corporate customers and partners, learning their financial aims and challenges to spot growth opportunities
- Shape financing proposals around client needs, present them, and assess credit risk using financial statements and reports
- Offer working capital, overdrafts, term loans, and other credit products while growing portfolios through cross-selling
- Meet net interest income and fee targets, analyze client and market information, and follow audit and regulatory rules
What you bring
- You can coordinate with a team and are willing to learn and share training
- You bring a constructive attitude and can follow company processes, policies, and regulatory requirements
Who this fits
This role suits someone focused on acquiring and developing mid-corporate client relationships, structuring credit, and growing a portfolio. It is based in Pune, India.
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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