Relationship Manager -Mid Corporate -Sales -Jodhpur -Utsav Plaza -JM*
At a glance
Mid-level Account Management role at Eofh. Jodhpur · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Win mid-corporate clients by finding prospects and turning them into business relationships
- Recruit channel partners and Direct selling Agents to extend business reach
- Maintain corporate and partner relationships while uncovering financial goals and opportunities
- Structure tailored deals, prepare client proposals, and present them clearly
- Assess credit risk and provide working capital facilities, overdrafts, term loans, and other products
What you bring
- Experience evaluating financial statements, credit reports, market trends, and client risk
- Ability to grow portfolios through cross-selling and deliver Net Interest Income and fee-income targets
Who this fits
This role suits someone focused on mid-corporate acquisition, relationship management, deal structuring, and portfolio expansion. You'll work with corporate clients, channel partners, and Direct selling Agents in Jodhpur.
From the employer
Key Objective of the Job:
Main Accountabilities
Client Acquisition:
- Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope.
Client Relationship Management:
- Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners
- 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.
Major Deliverables:
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 financial products.
Assess creditworthiness and risk factors associated with clients
Specialized job competencies:
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
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