We are looking for a proactive and relationship-oriented Relationship Executive – Corporate Finance & Banking Solutions to engage with our existing and prospective clients, understand their business and financial requirements, identify potential funding opportunities, and coordinate with banks and financial institutions to facilitate suitable financial solutions.
The role will involve regular client interaction, requirement identification, lead qualification, documentation coordination, bank/NBFC coordination and follow-up through the financing process.
This is a relationship and business development role, where the candidate is expected to understand the client's requirement rather than focus on selling a single financial product.
Freshers can apply, no specific expectation on the graduation. Well spoken in English, Hindi required. Multilingual is an advantage.
Key Responsibilities:
- Regularly connect with existing and prospective clients to understand their current and future financial requirements.
- Develop and maintain strong relationships with business owners, promoters, finance teams and key decision-makers.
- Identify potential requirements across various financial products and funding solutions.
- Understand the client's business profile, funding requirement, transaction structure, existing banking facilities and financial position.
- Qualify and assess the basic feasibility of identified opportunities.
- Coordinate with appropriate banks, NBFCs and financial institutions to identify suitable funding options.
- Share client requirements and documentation with relevant banking partners.
- Coordinate collection of financial and other documents required for credit evaluation.
- Follow up with banks, clients and internal teams for pending information, clarifications and documentation.
- Track opportunities from initial requirement identification through application, sanction and disbursement.
- Ensure regular follow-up with clients for repeat and additional financial requirements.
- Identify cross-selling and additional financing opportunities within the existing client base.
- Maintain accurate records of client interactions, requirements, follow-ups and application status using CRM / Excel / internal systems.
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
