01Overview
1. Corporate G B2B Sales
- Identify and generate business opportunities from PSU and private banks.
- Pitch the firms professional services including:
- Stock Audit
- Techno-Economic Viability (TEV) Study
- Forensic Audit
- ASM (Agency for Specialized Monitoring)
- Other audit, assurance, and advisory services
- Achieve assigned revenue and business generation targets.
2.
Banking Relationship
Management
- Build and maintain strong relationships with:
- Bank officials at Head Office (HO), Zonal Office (ZO), and Regional Office (RO) levels.
- Credit, Risk, Audit, Monitoring, and Compliance departments.
- Act as the primary relationship manager between the firm and assigned banks.
- Ensure regular follow-ups and engagement with key decision-makers.
3. Bank Visits G Representation
- Plan and execute regular visits to PSU bank offices at HO/ZO/RO levels.
- Professionally represent the firm, its credentials, partners, and service offerings.
- Participate in bank meetings, seminars, and official interactions where required.
4. Empanelment G Onboarding
- Identify banks where the firm is not empanelled.
- Coordinate and execute the empanelment process, including:
- Collection and submission of required documents
- Follow-up with bank authorities
- Tracking empanelment status
- Maintain an updated database of empanelment validity and renewal timelines.
5. Coordination G Internal Support
- Coordinate with internal audit teams and partners for proposal submissions and execution planning.
- Support preparation of proposals, capability statements, and presentations for banks.
- Ensure smooth handover from sales to execution team after assignment confirmation.
6. Market G Industry Intelligence
- Track updates related to:
- RBI guidelines
- Bank circulars related to audits and monitoring
- Empanelment norms and changes
- Share market insights and competitor intelligence with leadership.
Key Skills G Competencies:
- Solid B2B / Corporate Sales experience
- Excellent relationship-building and communication skills
- Understanding of banking processes and audit assignments
- Professional presence and presentation skills
- Negotiation and follow-up capabilities
- Willingness to travel .
