Strategic Account Planner (R-13172)
Kolkata - India /
Employee: Full Time
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Designation: Strategic Account Planner - Banks
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 products such as Business Information Reports (BIR), D&B Credit subscription & Project Appraisal Services (PAS)
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.
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.
Works cohesively with other team members
Works under the direct supervision of the RM.
Qualification: MBA (Finance/Marketing)
Experience: Min 1-3 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
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