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Designation: Strategic Account Manager - Banks

KEY RESPONSIBILITIES

Business Development

 Identifies new business opportunities by prospecting and evaluating relevant entities.

 Makes pitches/presentations to senior level bankers and corporates for the Banks

bouquet of products.

 Is responsible for achieving set sales targets for Business Information Reports (BIR) &

Project Appraisal Services (PAS) product

 Completely Owns assigned accounts from Lead Generation to final delivery of service

offering.

 Organizes and attends theme based events which cater to Banks as part of the customer

acquisition Strategy.

 Builds and maintains a strong sales pipeline in order to consistently deliver on set

targets

 Maps allocated accounts and builds strong work relationships with clients for repeat

business.

 Regularly reports all sales activity and acts within the company’s compliance framework.

Sales Co-ordination

 Ensures process adherence at all times for error free timely delivery of projects.

 Liaises with the operations team for a smooth delivery of the end product and ensuring

the service expectations of the customers are met.

 Maintains data / client contact details in appropriate data warehouses hygienically.

 Files Progress Reviews and Forecasting Reports periodically as required by the

Management.

People Skills

 Works cohesively with other team members

 Works under the direct supervision of the RM.

KEY REQUIREMENTS

 Qualification: MBA (Finance/Marketing)

 Experience: Min 3-5 years of relevant post MBA experience in new business

development and corporate client relationship management.

 Knowledge of Trade finance and other banking products would be preferred.

 Experience in Credit Ratings/Consulting/Advisory

 Analytical Capabilities and Problem Solving

 Sound Business Knowledge / Update on Current Affairs

 Ready to Travel

Primary External Interactions

 Decision makers & Senior Leaders at Banks and Corporates.

Primary Internal Interactions

 RMS Operations Team, RMS Sales Team & other support functions

Competencies

 Strong interpersonal and Presentation skills

 Excellent influencing and negotiation skills

 Good business acumen and sound market knowledge

 Initiative, drive and enthusiasm

 Good planning and organizational skills

 The ability to work calmly under pressure

 Strong relationship building & management skills

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