Senior Relationship Manager - Emerging Corporate - Sales - Dehradun - Rajpur Road - MM
At a glance
Senior Account Management role at Eofh. Dehradun · full-time.
Pay not stated Account Management salary
growthroles summary, based on the employer's posting.
What you'll do
- Find local prospects, assess their credit, and build customer relationships that support emerging-corporate business
- Grow corporate accounts by finding new finance opportunities and cross-selling products to clients
- Shape financing proposals around client needs, then present them to clients and internal stakeholders
- Review financial statements, credit reports, and market trends to assess risk and spot portfolio opportunities
- Meet net interest income and fee targets while following audit, regulatory, and company requirements
What you bring
- You can identify prospects in Dehradun and evaluate their creditworthiness
- You have strong local connections with partners, CAs, or DSAs that can generate a steady deal pipeline
Who this fits
This senior sales role suits someone experienced in local prospecting and building corporate-client relationships. The work centers on emerging-corporate clients and financial products, with targets tied to net interest income and fee income.
From the employer
Client Identification & Sourcing:
Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer
Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.
Understand clients' financial goals, challenges, and opportunities.
Client Relationship Management:
Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.
Identify new business opportunities and revenue streams within the corporate finance sector.
Expand the client base and promote financial products and services including cross sell of products.
Deal Structuring:
Collaborate with clients to structure financial deals tailored to their specific needs.
Prepare and present proposals to clients and present the same internally to all stakeholders.
Credit Solutions:
Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers.
Assess creditworthiness and risk factors associated with clients on an ongoing basis.
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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