Job Description

Client Acquisition and Relationship Management :

• Lead efforts to acquire new clients in the region, identifying prospects, and converting them into valuable business relationships.
• Cultivate and maintain strong relationships with key clients in the large business sector, ensuring their needs are met and issues are addressed promptly.
• Identify cross sell opportunity and increase wallet share with the client, build and maintain strong relationships with existing clients at CXO and Promoter level, understanding their evolving needs, and providing tailored financial solutions.
• Collaborate with the team to drive corporate tie-up’s & lead generation activities, ensuring a consistent flow of potential clients

Sales Strategy:

• Develop and execute sales strategies aligned with the overall business objectives to drive portfolio growth in line with revenue target of the large business segment for the area of operations.
• Contribute to the development of sales strategies, product offerings, and market insights based on client feedback and market trends.
• Provide strong leadership and direction to the sales and relationship management teams, setting clear sales targets, and driving them to achieve and exceed their sales goals.
• Define and analyze performance metrics, prepare sales reports, and assess team success in meeting sales targets. Provide regular feedback to the team and enable them to overachieve their targets
• Continuously evaluate and enhance sales processes and workflows to improve efficiency and effectiveness.

Portfolio Quality/ Management

• Identify industries / companies of positive outlook for growth.
• Understand market changes to align and maintain high quality portfolio
• Ensure a well-balanced portfolio in the region
• Keep a regular monitoring on the existing portfolio. Watch for early warning signs.
• Ensure Effective Collection Management

Client Feedback:

• Analyse client feedback to identify areas for improvement and to enhance overall client satisfaction.

Business Targets and Budget Management

• Ensure the achievement of budgetary targets, including Net Interest Income (NII), Fee income, and Portfolio size, quality of Book and internal house-keeping, while continuously seeking opportunities for growth.