Strategic Account Planner

Role & responsibilities

Business Development

• Identifies new business opportunities by prospecting and evaluating relevant entities.
• Makes pitches/presentations to senior level bankers and corporates for the Banks bouquet of products.
• Is responsible for achieving set sales targets for products such as Business Information Reports (BIR), D&B Credit subscription & Project Appraisal Services (PAS)
• Completely Owns assigned accounts from Lead Generation to final delivery of service offering.
• Organizes and attends theme based events which cater to Banks as part of the customer acquisition Strategy.
• Builds and maintains a strong sales pipeline in order to consistently deliver on set targets
• Maps allocated accounts and builds strong work relationships with clients for repeat business. • Regularly reports all sales activity and acts within the companys compliance framework.

Sales Co-ordination

• Ensures process adherence at all times for error free timely delivery of projects.
• Liaises with the operations team for a smooth delivery of the end product and ensuring the service expectations of the customers are met.
• Maintains data / client contact details in appropriate data warehouses hygienically.
• Files Progress Reviews and Forecasting Reports periodically as required by the Management

Preferred candidate profile

Qualification: Graduate/ MBA (Finance/Marketing)

Experience: Min 3- 8 years of relevant in new business development and corporate client relationship management.

• Knowledge of Trade finance and other banking products would be preferred.

• Experience in Credit Ratings/Consulting/Advisory

• Analytical Capabilities and Problem Solving

• Sound Business Knowledge / Update on Current Affairs

• Ready to Travel