2 jobs in 360tf
Job Description
ROLES AND RESPONSIBILITIES
- Responsible for advancing the sales process, closing new business, and achieving/assisting in sales targets.
- Actively participate in the planning and execution of the company's marketing activities, providing vital inputs based on interactions with prospects.
- Support and service existing customers by addressing their queries and resolving issues.
DETAILED DESCRIPTION
- Work on sales leads received through platform transactions, on-ground sales personnel, and digital marketing sources.
- Establish connections with potential clients, explain product/service capabilities, and finalise sales presentations.
- Assist in the creation of Requests for Proposals (RFPs).
- Discuss commercial terms with potential clients.
- Address queries raised by prospective clients.
- Liaise internally for necessary inputs and approvals.
- Finalise contracts and close deals.
- Ensure receipt of subscription fees as per agreed terms.
- Assist Relationship Managers in the execution of their account and territory strategies.
- Support the company's strategic and ongoing marketing and brand awareness campaigns.
- Drive prospect participation in internal and external events and webinars.
- Extend support to clients during the onboarding process.
- Respond to queries related to subscription plans and offerings.
- Log and escalate customer complaints appropriately to ensure timely resolution.
- Make regular calls to existing clients for proactive service and support.
- Resolve any issues faced by clients regarding subscription fee payments.
- Address client queries related to transaction processing by coordinating internally and following up with accurate responses.
- Guide customers on IT-related issues on the 360tf platform or arrange expert support when required.
- Work closely with Relationship Managers to understand client requirements and deliver the best level of service to each customer segment.
- Handle queries raised by referral partners related to customer service.
- Systematically document customer interactions, turnaround times, and complaint resolutions.
- Produce regular MIS reports on customer complaints, turnaround time analysis, and resolution outcomes.
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Corporate Relationship Manager
Posted today
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Job Description
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.
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