Coverage In-Charge

About the job

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 DESCRIPTION Client 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 MANAGEMENT Key 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.

Requirements

• Sales Experience
• Client Relationship Management
• Trade Finance Knowledge
• Negotiation Skills
• Communication Skills

Qualifications

• Post Graduate

Preferred Technologies

• Sales Experience
• Client Relationship Management
• Trade Finance Knowledge
• Negotiation Skills
• Communication Skills