Associate at Synergy Staffing & Consultancy
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Relationship Manager/Senior Relationship Manager - Working Capital (2-10 yrs)
Client Acquisition:
- Lead efforts to acquire new clients in the corporate sector, identifying prospects, and converting them into valuable business relationships
Client Relationship Management:
- Build and maintain strong relationships with corporate clients in the Corporate segment.
- Understand clients' financial goals, challenges, and opportunities.
- Identify new business opportunities and revenue streams within the corporate finance sector.
- Expand the client base and promote financial products and services.
Deal Structuring:
- Collaborate with clients to structure financial deals tailored to their specific needs.
- Prepare and present proposals to clients.
Credit Solutions:
- Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.
- Assess creditworthiness and risk factors associated with clients.
Portfolio Growth:
- Focus on portfolio growth by cross-selling financial products and services.
- Achieve budgetary targets for Net Interest Income (NII) and fee income.
Financial Analysis:
- Analyze financial statements, credit reports, and market trends to assess client performance and risks.
- Develop insights to enhance client portfolios.
