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 solid relationships with corporate clients in the Emerging Corporate segment.

Identify current 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.

This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying

📌 Relationship Manager Emerging Corporate Lucknow
🏢 Tata Capital
📍 Lucknow