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Account Manager - Receivables Finance


Greenizon Agritech Consultancy


Location

Bangalore | India


Job description

The roles and responsibilities for the Account Manager position are structured across PL management, business development and sales processes that will be under the purview of the role.

1) PL Management :

a. Daily evaluation of territory sales for Receivables Finance/SCM/MSME/Dealer Finance product. Ensure AUM is achieved as per agreed targets for territory.

b. Coordinate and complete documentation (pre and post sanction) as mandated and collect necessary payments before disbursement.

c. Manage relationships with active accounts, channel partners and other stakeholders in the region. Ensure prudent follow ups and active customer engagement in the territory.

d. Work with Cluster Heads to identify, evaluate and execute on new business opportunities, new channel partners and expansion strategy.

e. Implement Cluster strategy initiatives with the focus on increasing sales and traction with channel partners along with means to increase repeat sales and develop sticky relationships.

f. Attend training and development programs on Receivables Finance/SCM/MSME/Dealer Finance product, along with training on Technology Platform (LOS/LMS). Effectively use the technology platform to improve efficiency and productivity. Report any issues with the platform for continuous learning and improvement.

g. Manage timelines to meet monthly disbursement targets.

h. Regular disbursement tracking against the targets to ensure agreed targets are met within the stipulated time.

i. Execute appropriate remedial actions to redress shortfalls or variances to agreed-upon weekly, monthly and quarterly targets.

2) MIS Reporting

a. Report daily on sales activities -field visits, lead generation, document collection, disbursements, collections and churns. Keep AUM report up to date.

b. Ensuring that the data in all the reports of the assigned territory is accurate and is shared with the concerned stakeholders on a timely basis.

The ideal candidate should meet the below criteria:

1. Strong background in distribution management (CFA, Super Stockist, Stockist, Distributor, Wholesaler, Retailer).

2. Minimum 5 years experience in FMCG/FMCD/A


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