Corporate Relationship Manager

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 MANAGEMENTKey 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.