Key Responsibilities

1. Business Development & Revenue Generation

- Develop and implement business development strategies to achieve annual and quarterly revenue targets.
- Generate current mandates for Credit Rating Advisory, Debt Syndication, Banking Facilitation, and related services.
- Identify business opportunities across SMEs, Mid-Corporates, Large Corporates, NBFCs, HFCs, and Financial Institutions.
- Build and maintain a robust sales pipeline through direct outreach, referrals, networking, and market intelligence.
- Lead client presentations, commercial negotiations, and proposal discussions.
- Drive cross-selling and upselling opportunities within existing client portfolios.
- Monitor lead conversion and mandate acquisition ratios.

2. Client Acquisition & Relationship Management

- Acquire and manage key corporate relationships across target sectors.
- Build strong relationships with Promoters, CFOs, Directors, Finance Heads, and Treasury Teams.
- Act as a strategic advisor on credit rating requirements and related financial advisory solutions.
- Ensure high client retention, repeat business, and long-term engagement.
- Handle complex client situations and ensure timely resolution of escalations.
- Conduct regular portfolio review meetings with clients.

3. Credit Rating Advisory Business Promotion

- Promote credit rating advisory solutions to corporate clients seeking bank finance, debt restructuring, working capital enhancement, term loans, and capital market access.
- Educate clients on the benefits of credit ratings and rating improvement strategies.
- Support clients in understanding rating methodologies and rating agency expectations.




- Work closely with analytical teams to align client expectations and service delivery.

4. Rating Agency & Financial Institution Relationship Management

- Develop and maintain strong working relationships with major rating agencies.
- Coordinate with rating agencies regarding mandates, timelines, management meetings, and information requirements.
- Strengthen relationships with banks, NBFCs, financial institutions, and lending partners to support business generation.
- Identify opportunities through ecosystem relationships and referral channels.

5. Marketing & Branding Development

- Drive market visibility and brand awareness initiatives for the Company.
- Represent the organization at industry forums, conferences, chamber events, trade associations, and networking platforms.
- Develop referral partnerships with Chartered Accountants, Company Secretaries, Cost Accountants, Financial Consultants, and Investment Advisors.
- Support digital marketing campaigns, lead generation initiatives, webinars, and business events.
- Gather market intelligence regarding industry trends, competitor activities, and emerging opportunities.

6. Team Leadership & People Management

- Lead, mentor, and develop Relationship Managers.
- Allocate sales targets, client portfolios, and business territories.




- Monitor individual and team performance against established KPIs.
- Conduct regular performance reviews, coaching sessions, and training programs.
- Support recruitment and talent development initiatives within the department.

7. Portfolio Management

- Manage a portfolio of strategic and high-value clients.
- Track renewal opportunities, surveillance ratings, and recurring business engagements.
- Ensure portfolio profitability and revenue growth.
- Improve client retention and customer lifetime value.
- Monitor portfolio performance and business contribution

8. Reporting, MIS & Governance

- Maintain accurate Excel MIS/CRM records and business activity reports.
- Prepare revenue forecasts, sales pipeline reports, and management dashboards.
- Track business acquisition metrics, conversion ratios, and portfolio performance.
- Ensure compliance with internal processes, sales governance standards, and company policies.
- Present periodic business updates and market intelligence reports to senior management.

Educational Qualifications

- Bachelor's Degree in Commerce, Finance, Economics, Business Administration, or related field.
- MBA (Finance/Marketing) preferred.

Experience Requirements

- 3 to 5 years of experience in Credit Rating Advisory, Credit Rating Agencies, Banking, NBFCs, Financial Services, Corporate Lending, or Consulting.
- Proven track record in client acquisition and relationship management.
- Experience in handling corporate clients and financial institutions.
- Understanding of credit ratings, lending products, debt markets, and financial advisory services.

📌 Business Development Manager (Delhi)
🏢 Credwise Advisors
📍 Delhi