Job Description

Position: Client Relationship Manager

Location: Chennai, Tamil Nadu

Experience: 3 to 10 years

Skill Set Requirements:

• Technical Skills:
• Basic understanding of Accounts, Financial Statements, and Banking
• Proficiency in sourcing, marketing, and analytical skills
• Soft Skills:
• Excellent communication skills
• Ability to initiate and establish connections ("gate crasher")
• Proficiency in cold calling
• Strong relationship-building skills

Prior Experience:

• Experience with banks, NBFCs, rating agencies, or in sales and marketing roles
• Background in sourcing and sales of financial products such as bank loans, MSME loans, etc.

:

• Identify and source clients in the MSME segment for products like working capital term loans, foreign currency loans, non-fund-based limits, etc.
• Contact potential clients from a predefined database through emails, phone calls, and personal meetings.
• Secure appointments with clients and meet them regularly to discuss their financial needs.
• Arrange meetings between TAPL directors and MSME decision-makers to discuss bank loans, including working capital loans and high-ticket retail loans.
• Collect financial documents, compliance returns, and other necessary paperwork for bank loan applications.
• Build and maintain a network of bankers, chartered accountants, and other relevant personnel to generate client references.
• Engage with middle and lower management to understand the business processes and operations of client companies.

Ideal Candidate Profile:

• Commerce/Accounts Graduate, Post Graduate, or MBA with a specialization in finance and accounts
• Background in sales, relationship management, or marketing
• Candidates from any other relevant backgrounds with the necessary skills and experience may also be considered

If you meet the above requirements and are looking for an exciting opportunity to advance your career as a Client Relationship Manager, we encourage you to apply.

Apply Now: Send your CV to info@teamadvisors.co.in

Join us at TAPL to make a significant impact in the financial industry.

Job Type: Full-time

Application Question(s):

• Do you live in Chennai ?

Experience:

• sales: 3 years (Preferred)

Work Location: In person