Client Identification & Sourcing:

. Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer

. Solid 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.

📌 Senior Relationship Manager -Emerging Corporate - Sales -Bengaluru - Prestige Corniche - MM
🏢 Tata Mutual Fund
📍 Bengaluru