Relationship Manager

3 weeks ago


Bengaluru, Karnataka, India Tata Mutual Fund Full time
Job Description

Job Description

Client Relationship Management:

- Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners
- 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.

Deal Structuring:

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

Credit Solutions:

- Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.

Assess creditworthiness and risk factors associated with clients

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

Team coordination, Good Attitude and willingness to learn & impart trainings
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