Corporate Relationship Manager

360tf; Gandhinagar; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A financial services company in Gandhinagar, India, is seeking a coverage in-charge to manage client relationships and onboard corporate clients issuing letter of credit to the platform. Responsibilities include lead generation, engaging with industry associations, and ensuring compliance with regulatory requirements. The ideal candidate will have prior sales experience, strong communication skills, and knowledge of trade finance products. Join a dynamic team dedicated to ethical client interactions and market engagement.

Qualifications

• In-depth knowledge of Trade Finance is required.
• Proven ability to articulate distinct product aspects.
• Sound knowledge of the dynamics of the allocated market.

Responsibilities

• Onboard corporate clients to the platform.
• Generate leads from onboarded clients monthly.
• Support building other product revenue.
• Ensure timely invoicing and payments from clients.
• Participate actively in trade events and sponsorships.

Skills

Sales experience

Communication skills

Negotiation skills

Knowledge of Trade Finance

Ability to exceed targets

Education

Post Graduate from a reputed institution

IT-related knowledge/qualification

Job description

• 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).

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 MANAGEMENT

Key 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.