Financial Solutions Expert

2 days ago

Indore, Madhya Pradesh, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000
Corporate Financial Solutions Specialist

We are seeking a skilled Corporate Financial Solutions Specialist to join our team. This is an exciting opportunity for a professional with a passion for building strong relationships with corporate clients.

About the Role:
  • This role involves managing and strengthening client relationships, identifying business opportunities, and providing financial solutions to corporate clients.
  • Work closely with clients to understand their financial needs, structure deals, and contribute to the growth and profitability of the business.
Main Responsibilities:
  • Client Acquisition: Lead efforts to acquire new clients in the mid-corporate sector.
  • Identify prospects and convert them into valuable business relationships.
  • Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid 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.
  • 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.
  • 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 audits, regulatory, and company regulations, processes, and policies.
Requirements:
  • Graduate/Postgraduate in any discipline.

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