Relationship Manager – Working Capital Sales

fyndbridge-consulting-services; Kolkata District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A leading financial services firm is seeking a motivated individual for client relationship management roles. Responsibilities include identifying prospects, collaborating on financial deals, and ensuring compliance in a corporate finance context. Ideal candidates should possess skills in client management and financial analysis with a strong focus on achieving revenue growth. This role is based in Kolkata with a dynamic team committed to driving financial solutions.

Qualifications

• Ability to identify prospects and evaluate creditworthiness.
• Strong relationship management skills.
• Experience with corporate finance products.

Responsibilities

• Identify prospects and create relationships.
• Maintain relationships with corporate clients.
• Collaborate with clients to structure financial deals.
• Offer credit solutions and assess creditworthiness.
• Analyze financial statements and market trends.
• Ensure compliance with regulations.

Skills

Client relationship management

Financial analysis

Credit assessment

Deal structuring

Business development

Job description

Client Identification & Sourcing

• Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer
• Strong relationship with partners/Cas/DSAs in your location who shall enable consistent deal pipeline.
• Understand clients’ financial goals, challenges, and opportunities.

Client Relationship Management

• Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.
• Identify new business opportunities and revenue streams within the corporate finance sector.
• Expand the client base and promote financial products and services including cross sell of products.

Deal Structuring

• Collaborate with clients to structure financial deals tailored to their specific needs.
• Prepare and present proposals to clients and present the same internally to all stakeholders.

Credit Solutions

• Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers.
• Assess creditworthiness and risk factors associated with clients on an ongoing basis.

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 audit, regulatory, and company regulations, processes, and policies.

Age: 30 years and below

Business Unit- Corporate Finance

Department- Emerging Corporate and Mid Corporate

Location- Kolkata