Client Solutions Director

2 days ago

Mumbai, India TASConnect Full time

Roles & Responsibilities

TASConnect is seeking to hire a Senior Client Solutions Director who will work closely with our sales function to structure innovative solutions that leverage our platform capabilities, which include trade working capital finance solutions, treasury automation solutions and value-added solutions. Your role will involve collaborating with clients, sales teams, and cross-functional teams to tailor financial/technology solutions to meet our clients' unique and diverse needs.


The role is responsible for supporting the strategic planning, management, and execution of client solutions to drive business growth while providing mentorship to junior team members. This role requires a proactive and strategic thinker who can manage complex client relationships, identify business opportunities, and deliver tailored solutions that meet client needs and align with our company's objectives. This position is ideal for individuals with strong financial acumen, communication skills, analytical skills, and a passion for driving financial innovation.


  • Collaborate with the sales team to understand client requirements and identify opportunities for innovative financial solutions. Serve as one of the main points of contact for clients, addressing their needs and concerns promptly and effectively.
  • Ensure client satisfaction by delivering exceptional service and maintaining high-quality standards.
  • Build and execute go-to-market platform sales strategy for origination and client profiling
  • Analyze and interpret financial data, including cash flow statements, balance sheets, and income statements, to gain insights into clients' financial positions and determine the right solution.
  • Work closely with clients to understand their financial goals and objectives, offering customized financial solutions.
  • Prepared and presented solution proposals and sales pitches to clients.
  • Structure trade working capital finance products and platform capabilities to create bespoke solutions that address clients' specific needs.
  • Collaborate with internal teams (both product and technology) to ensure the seamless execution of proposed solutions.
  • Support the sales function in the negotiation and closure of deals.
  • Provide ongoing client support, monitoring solutions' performance and making necessary adjustments.
  • Conduct market research to stay updated on industry trends, competitors, and emerging financial technologies.
  • Keep abreast of changes in regulations and compliance related to financial products and services.


Requirements

  • Bachelor's degree in finance, business, economics, strategy, supply chain or a related field.
  • 5-7 years of experience in client management, business development, or a related role, with a proven track record of success.
  • Knowledge of transaction banking, trade finance, working capital finance, supply chain finance and treasury workflow automation.
  • Strong analytical and problem-solving skills.
  • A strong background in working with decision-makers is among the core skills.
  • Ability to work collaboratively in a team and build strong client relationships.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong attention to detail and ability to work under pressure.
  • Proven ability to manage multiple complex projects at a time and deliver targeted results.
  • PowerPoint and Excel skills at an advanced level are a must


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