Relationship Manager

3 days ago

Pune, Maharashtra, India Tata Mutual Fund Full time
Job Description

Job Description

1 Client Acquisition:

- Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships

2 Client Relationship Management:

- Build and maintain strong relationships with corporate clients in the Mid Corporate segment.
- Understand clients financial goals, challenges, and opportunities.
- Identify new business opportunities and revenue streams within the corporate finance sector.
- Expand the client base and promote financial products and services.

3 Deal Structuring:

- Collaborate with clients to structure financial deals tailored to their specific needs.
- Prepare and present proposals to clients.

4 Credit Solutions:

- Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.
- Assess creditworthiness and risk factors associated with clients.

5 Portfolio Growth:

- Focus on portfolio growth by cross-selling financial products and services.
- Achieve budgetary targets for Net Interest Income (NII) and fee income.

6 Financial Analysis:

- Analyze financial statements, credit reports, and market trends to assess client performance and risks.
- Develop insights to enhance client portfolios.

7 Compliance:

Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

Qualifications -

Minimum Degree: Graduate/Post graduate in any discipline .

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