growthroles

Relationship Manager-Large Corporate-Sales-Mumbai-Lower Parel-JM *ASM-SM*

Eofh Open · verified Sep 25, 2026
Mumbai Full-time Manager Account Management

At a glance

Mid-level Account Management role at Eofh. Mumbai · full-time.

Pay not stated

RoleAccount Management
SeniorityManager
LocationMumbai
EmploymentFull-time
PostedJun 6, 2024 · 28mo ago
Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

  • Build corporate relationships by understanding clients’ financial goals, problems, opportunities, and financing needs
  • Find new revenue opportunities, grow the client base, and cross-sell financial products and services
  • Lead pricing and deal-structure discussions with CXO and promoter-level contacts through transaction close
  • Design financing proposals covering working capital facilities, overdrafts, term loans, and structured products
  • Review financial statements, credit reports, and market trends while meeting NII and fee-income targets

What you bring

  • Experience independently engaging CXO and promoter-level contacts at existing and prospective clients
  • Capability to assess credit quality and risk across corporate clients and proposed financing
  • Ability to negotiate pricing and transaction structures and secure closure against organisational objectives

Who this fits

This role suits a Mumbai-based relationship manager who can independently handle large corporate clients, negotiate financing transactions, and grow a portfolio. You’ll also need to follow audit, regulatory, and company processes closely.

From the employer

Client Relationship Management:

  • Build and maintain strong relationships with corporate clients in the Large Corporate segment.
  • Understand clients' financial goals, challenges, and opportunities.
  • Identify new business opportunities and revenue streams within the corporate finance sector.
  • Expand the client base and promote financial products and services.
  • Ability to independently engage with CXO / Promoter level of existing and target clients
  • Ability to lead pricing and deal structuring negotiations and independently ensure closure of transactions in line with organisational objectives

Deal Structuring:

  • Collaborate with clients to structure financial deals tailored to their specific needs.
  • Prepare and present proposals to clients.

Credit Solutions:

  • Offer credit solutions, including working capital facilities, overdrafts, term loans, and other structured financial products.
  • Assess creditworthiness and risk factors associated with clients.

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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