Shilpi Ghosh

Client Relationship Manager @Invoicemart

Kolkata, IN

In this dynamic role, I manage and nurture relationships with large corporate clients and work closely with key stakeholders to ensure seamless business execution and collaborate with Business RMs to identify and leverage new opportunities within the bank’s existing client base.Key Responsibilities: • Onboard new corporates and manage existing portfolio relationships for financial solutions. • Conduct joint client calls with business teams to deepen engagement and drive growth. • Identify potential clients and scale transactions in an innovative, fintech-driven environment. • Support in transaction execution and assist the team with daily operations and client onboarding. • Collaborate with fintech partners to structure and implement tailored financial products. • Enable sales team in converting leads generated by anchor corporates. • Liaise with product, operations, and service teams to swiftly resolve operational and service-related matters.