Business Development Professional

Credwise Advisors; Hyderabad, Delhi, Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Credwise Advisors in Hyderabad seeks a high-energy Business Development leader to drive revenue growth through new mandates in credit rating advisory, debt syndication, and related services. You will build a robust sales pipeline, lead client presentations, and negotiate proposals across SMEs to large corporates, financial institutions and banks.

You will manage key corporate relationships, act as a strategic advisor on credit rating requirements, promote advisory solutions, strengthen ties with

Qualifications

• Bachelor’s degree in commerce, finance, or related field required.
• MBA preferred; professional qualifications add advantage.
• 3 to 12 years of experience in Credit Rating Advisory or related financial services.

Responsibilities

• Develop and implement business development strategies to achieve revenue targets.
• Generate new mandates for Credit Rating Advisory, Debt Syndication, Banking Facilitation, and related services.
• Identify opportunities across SMEs, Mid-Corporates, Large Corporates, NBFCs, HFCs, and financial institutions.
• Build and maintain a robust sales pipeline through direct outreach, referrals, networking, and market intelligence.
• Lead client presentations, commercial negotiations, and proposal discussions.
• Drive cross-selling and upselling opportunities within existing client portfolios.
• Monitor lead conversion and mandate acquisition ratios.
• Acquire and manage key corporate relationships across target sectors.
• Build relationships with Promoters, CFOs, Directors, Finance Heads, and Treasury Teams.
• Act as a strategic advisor on credit rating requirements and advisory solutions.
• Ensure high client retention, repeat business, and long-term engagement.
• Handle complex client situations and ensure timely escalations resolution.
• Conduct regular portfolio review meetings with clients.
• Promote credit rating advisory solutions to corporate clients seeking bank finance, debt restructuring, working capital enhancement, term loans, and capital market access.
• Educate clients on benefits of credit ratings and rating improvement strategies.
• Support clients in understanding rating methodologies and rating agency expectations.
• Work closely with analytical teams to align client expectations and service delivery.
• Develop and maintain strong relationships with rating agencies.
• Coordinate with rating agencies regarding mandates, timelines, meetings, and information requirements.
• Strengthen relationships with banks, NBFCs, financial institutions, and lending partners.
• Identify opportunities through ecosystem relationships and referral channels.
• Drive market visibility and brand awareness initiatives for the Company.
• Represent the organization at industry forums, conferences, chamber events, associations, and networking platforms.
• Develop referral partnerships with CA/CS/Cost Accountants/Financial Advisors.
• Support digital marketing campaigns, lead generation, webinars, and business events.
• Gather market intelligence regarding industry trends, competitor activities, and opportunities.
• Lead, mentor, and develop Relationship Managers.
• Allocate sales targets, client portfolios, and business territories.
• Monitor team performance against KPIs.
• Conduct performance reviews, coaching, and training.
• Support recruitment and talent development within the department.
• Manage a portfolio of strategic and high-value clients.
• Track renewal opportunities, surveillance ratings, and recurring business engagements.
• Ensure portfolio profitability and revenue growth.
• Improve client retention and customer lifetime value.
• Monitor portfolio performance and business contribution.
• Maintain Excel MIS/CRM records and business activity reports.
• Prepare revenue forecasts, sales pipeline reports, and management dashboards.
• Track business acquisition metrics and conversion ratios.
• Ensure compliance with processes and governance standards.
• Present periodic updates and market intelligence to senior management.

Skills

Client acquisition

Relationship management

Negotiation

Sales strategy

Market intelligence

Education

Bachelor's degree in Commerce/Finance/Economics/Business Administration

MBA (Finance/Marketing) preferred

CA/CFA/FRM or equivalent

Job description

Role & responsibilities

1. Business Development & Revenue Generation

• Develop and implement business development strategies to achieve annual and quarterly revenue targets.
• Generate new mandates for Credit Rating Advisory, Debt Syndication, Banking Facilitation, and related services.
• Identify business opportunities across SMEs, Mid-Corporates, Large Corporates, NBFCs, HFCs, and Financial Institutions.
• Build and maintain a robust sales pipeline through direct outreach, referrals, networking, and market intelligence.
• Lead client presentations, commercial negotiations, and proposal discussions.
• Drive cross-selling and upselling opportunities within existing client portfolios.
• Monitor lead conversion and mandate acquisition ratios.

2. Client Acquisition & Relationship Management

• Acquire and manage key corporate relationships across target sectors.
• Build strong relationships with Promoters, CFOs, Directors, Finance Heads, and Treasury Teams.
• Act as a strategic advisor on credit rating requirements and related financial advisory solutions.
• Ensure high client retention, repeat business, and long-term engagement.
• Handle complex client situations and ensure timely resolution of escalations.
• Conduct regular portfolio review meetings with clients.

3. Credit Rating Advisory Business Promotion

• Promote credit rating advisory solutions to corporate clients seeking bank finance, debt restructuring, working capital enhancement, term loans, and capital market access.
• Educate clients on the benefits of credit ratings and rating improvement strategies.
• Support clients in understanding rating methodologies and rating agency expectations.
• Work closely with analytical teams to align client expectations and service delivery.

4. Rating Agency & Financial Institution Relationship Management

• Develop and maintain strong working relationships with major rating agencies.
• Coordinate with rating agencies regarding mandates, timelines, management meetings, and information requirements.
• Strengthen relationships with banks, NBFCs, financial institutions, and lending partners to support business generation.
• Identify opportunities through ecosystem relationships and referral channels.

5. Marketing & Branding Development

• Drive market visibility and brand awareness initiatives for the Company.
• Represent the organization at industry forums, conferences, chamber events, trade associations, and networking platforms.
• Develop referral partnerships with Chartered Accountants, Company Secretaries, Cost Accountants, Financial Consultants, and Investment Advisors.
• Support digital marketing campaigns, lead generation initiatives, webinars, and business events.
• Gather market intelligence regarding industry trends, competitor activities, and emerging opportunities.

6. Team Leadership & People Management

• Lead, mentor, and develop Relationship Managers.
• Allocate sales targets, client portfolios, and business territories.
• Monitor individual and team performance against established KPIs.
• Conduct regular performance reviews, coaching sessions, and training programs.
• Support recruitment and talent development initiatives within the department.

7. Portfolio Management

• Manage a portfolio of strategic and high-value clients.
• Track renewal opportunities, surveillance ratings, and recurring business engagements.
• Ensure portfolio profitability and revenue growth.
• Improve client retention and customer lifetime value.
• Monitor portfolio performance and business contribution

8. Reporting, MIS & Governance

• Maintain accurate Excel MIS/CRM records and business activity reports.
• Prepare revenue forecasts, sales pipeline reports, and management dashboards.
• Track business acquisition metrics, conversion ratios, and portfolio performance.
• Ensure compliance with internal processes, sales governance standards, and company policies.
• Present periodic business updates and market intelligence reports to senior management.

Preferred candidate profile

• Bachelor's Degree in Commerce, Finance, Economics, Business Administration, or related field.
• MBA (Finance/Marketing) preferred.
• Professional qualifications such as CA, CFA, FRM, or equivalent will be an added advantage.
• 3 to 12 years of experience in Credit Rating Advisory, Credit Rating Agencies, Banking, NBFCs, Financial Services, Corporate Lending, or Consulting.
• Proven track record in client acquisition and relationship management.
• Experience in handling corporate clients and financial institutions.
• Understanding of credit ratings, lending products, debt markets, and financial advisory services.