Corporate Relationship Manager

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.