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Corporate Relationship Manager

Corporate Relationship Manager

ConfidentialMumbai, India
30+ days ago
Job description

ROLES AND RESPONSIBILITIES

  • As the coverage in-charge for the allocated territory, onboard corporate clients (importers and exporters) who are issuing / receiving letter of credit (LC) to the 360tf platform in the allocated
  • Ensure lead generation from on boarded clients on monthly basis.
  • Support in building other product / revenue
  • Make referrals to the Bank RMs at 360tf by generating leads from corporate
  • Engage with industry bodies, associations, export / import councils for corporate lead generation and strategic tie-ups.
  • Provide monthly updates on the current and upcoming competition awareness and market intelligence (banks and other fintech companies).
  • Be a catalyst in creating and contributing to an overall ethical environment (internal and external parties).

DETAILED DESCRIPTIONClient Relationship Management

  • Understand the client need and pitch for right subscription plan. Review, negotiate and conclude deals and lead pitches for major
  • Achieve the right mix of subscription plans on a m-o-m basis i.e. acquiring the desired number of corporates under each subscription plan – Silver / Gold / Platinum / Unlimited.
  • Work extensively on leads generated through digital marketing and provide feedback to improve the
  • Action all kinds of customer leads promptly – within two days of lead generation, first call / email should be made and all kinds of follow up should be done not later than every 3
  • Continuously identify and onboard referral partners and coordinate with them to achieve sales
  • Register with industry bodies, Chamber of Commerce
  • Ensure account plans are maintained for all key clients.
  • Maintain all clients' files / documents.
  • Ensure client payments are invoiced and received on time.
  • Timely follow-up for pending payments including escalation of delayed receipts.
  • Assist Bank Coverage RMs of 360tf in helping banks to carry out KYC of onboarded corporate clients on
  • Ensure compliance with all local regulatory requirements in transaction processing.

    • Promotion / Branding

  • Sponsor customer events within allocated
  • Place advertisements in industry magazines or
  • Contribute creatively to enhance brand image via digital
  • Be a brand ambassador in promoting the brand via social
  • Participate actively in trade events (2 to 3 events per quarter).

    • Day-to-Day Activities

  • Provide inputs for the platform development by getting relevant inputs from clients.
  • Continuously guide and contribute towards development of Value Added Services (VAS)
  • Complete call reports, update pipeline, and any other activities to ensure delivery of KPIs and business
  • Provide input to the preparation of timely and accurate
  • Share information and do a success transfer to other
  • Demonstrate the right behaviour and adhere to Nimai Be the flag bearer of brand 'Nimai'.
  • Actively contribute to the daily brainstorming morning call which is currently being conducted at 8 : 30 am GST

    • Customer relationship matrix

  • Very large conglomerates : Division-wise operating Finance / Treasury / Trade teams
  • Large corporates : Treasury / Finance head or CFO
  • Mid-Market : CFO / Treasury head
  • SME : CFO / Promoter

    • STAKEHOLDER MANAGEMENTKey Internal Relationships :

  • Partners
  • Group and Divisional Executives
  • Various internal committees

    • Key External Relationships :

  • Clients
  • Local banks
  • Regulatory bodies
  • Referral partners

    • EDUCATIONAL REQUIREMENTS

  • A Post Graduate from a reputed
  • In-depth knowledge of Trade Finance
  • IT-related knowledge / qualification is an added advantage.

    • SKILLS / COMPETENCY REQUIREMENTS

  • Proven sales experience of meeting and exceeding targets.
  • Ability to drive the sales process from plan to
  • Well-versed with local and all relevant regulations.
  • Proven ability to articulate the distinct aspects of products and
  • Skill to position products against
  • Excellent listening, negotiation and presentation
  • Excellent verbal and written communications
  • Sound knowledge of the dynamics of the allocated market.

    • EXPERIENCE

  • Prior sales experience especially in the financial services industry is highly
  • Go-getter freshers with an aptitude for sales,
  • Exposure to trade finance products is mandatory.

    • Skills Required

    Market Intelligence, Digital Marketing, Trade Finance

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