Relationship Manager

2 weeks ago


India Tata Mutual Fund Full time

Job Description Job Description Client Identification & Sourcing: - Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer - Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. - Understand clients financial goals, challenges, and opportunities. Client Relationship Management: - Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment. - Identify new business opportunities and revenue streams within the corporate finance sector. - Expand the client base and promote financial products and services including cross sell of products. Deal Structuring: - Collaborate with clients to structure financial deals tailored to their specific needs. - Prepare and present proposals to clients and present the same internally to all stakeholders. Credit Solutions: - Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers. - Assess creditworthiness and risk factors associated with clients on an ongoing basis. Portfolio Growth: - Focus on portfolio growth by cross-selling financial products and services. - Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis: - Analyze financial statements, credit reports, and market trends to assess client performance and risks. - Develop insights to enhance client portfolios. Compliance:: Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.


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