Relationship Manager

7 days ago

Bhubaneshwar, Odisha, India Tata Capital Full time ₹ 6,00,000 - ₹ 18,00,000 per year
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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