Client Acquisition: Lead efforts to acquire recent clients in the mid corporate
sector, identifying prospects, and converting them into valuable business
relationships. Also, adding Channel partners, Direct selling Agents to multiply
the business scope. Client Relationship Management: Build and maintain strong
relationships with corporate clients in the Mid Corporate segment & Channel
Partners Understand clients' financial goals, challenges, and opportunities.
Identify new business opportunities and revenue streams within the corporate
finance sector. Expand the client base and promote financial products and
services
Deal Structuring: Collaborate with clients to structure financial deals
tailored to their specific needs. Prepare and present proposals to clients.
Credit Solutions: Offer credit solutions, including working capital
facilities, overdrafts,
term loans, and other financial products. Assess
creditworthiness and risk factors associated with clients
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
Other desired attributes: Team coordination, Good Attitude and willingness to
learn & impart trainings
📌 Relationship Manager (India)
🏢 Tata Capital
📍 India
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