Client Identification & Sourcing:
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Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer
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Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.
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Understand clients' financial goals, challenges, and opportunities.
Client Relationship Management:
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Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.
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Identify new business opportunities and revenue streams within the corporate finance sector.
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Expand the client base and promote financial products and services including cross sell of products.
Deal Structuring:
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Collaborate with clients to structure financial deals tailored to their specific needs.
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Prepare and present proposals to clients and present the same internally to all stakeholders.
Credit Solutions:
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Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers.
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Assess creditworthiness and risk factors associated with clients on an ongoing basis.
Portfolio Growth:
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Focus on portfolio growth by cross-selling financial products and services.
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Achieve budgetary targets for Net Interest Income (NII) and fee income.
Financial Analysis:
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Analyze financial statements, credit reports, and market trends to assess client performance and risks.
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Develop insights to enhance client portfolios.
Compliance:
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Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.
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