Corporate Relationship Manager

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 DESCRIPTION Client 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 MANAGEMENT Key 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. Show more Show less