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 recent 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.

📌 Relationship Manager (Indore)
🏢 Tata Capital
📍 Indore