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Corporate Relationship Manager

Corporate Relationship Manager

360tf

0 years

0 Lacs

mumbai maharashtra india

Posted:3 days ago| Platform:

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Skills Required

support export management marketing payments escalation compliance branding development reports pipeline finance drive negotiation

Work Mode

On-site

Job Type

Full Time

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.

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