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Strategic Account Planner
2 weeks ago
Role & responsibilities
Business Development
- Identifies new business opportunities by prospecting and evaluating relevant entities.
- Makes pitches/presentations to senior level bankers and corporates for the Banks bouquet of products.
- Is responsible for achieving set sales targets for products such as Business Information Reports (BIR), D&B Credit subscription & Project Appraisal Services (PAS)
- Completely Owns assigned accounts from Lead Generation to final delivery of service offering.
- Organizes and attends theme based events which cater to Banks as part of the customer acquisition Strategy.
- Builds and maintains a strong sales pipeline in order to consistently deliver on set targets
- Maps allocated accounts and builds strong work relationships with clients for repeat business.
• Regularly reports all sales activity and acts within the companys compliance framework.
Sales Co-ordination
- Ensures process adherence at all times for error free timely delivery of projects.
- Liaises with the operations team for a smooth delivery of the end product and ensuring the service expectations of the customers are met.
- Maintains data / client contact details in appropriate data warehouses hygienically.
- Files Progress Reviews and Forecasting Reports periodically as required by the Management
Preferred candidate profile
Qualification: Graduate/ MBA (Finance/Marketing)
Experience: Min 3- 8 years of relevant in new business development and corporate client relationship management.
• Knowledge of Trade finance and other banking products would be preferred.
• Experience in Credit Ratings/Consulting/Advisory
• Analytical Capabilities and Problem Solving
• Sound Business Knowledge / Update on Current Affairs
• Ready to Travel
