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 solid 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.

📌 Relationship Manager (India)
🏢 Tata Capital
📍 India