We are looking for a Regional Relationship Head Emerging & Growth Clients to drive business development and loan-book growth across the assigned region. The role will focus on acquiring and managing relationships with emerging and growth-oriented corporates, mid-market clients, intermediaries, and banking partners, while driving revenue, business expansion, and strong portfolio quality.

Location - Mumbai

Key Accountabilities

1. Business Development & Client Acquisition

- Identify and develop new business opportunities within the Emerging & Growth / Mid-Market segment across the assigned region.
- Drive end-to-end client acquisition through prospecting, lead generation, client engagement, need identification, solution structuring, and relationship management.
- Build and maintain strong relationships with corporates, promoters, CFOs, treasurers, intermediaries, DSAs, and banking partners to generate a consistent business pipeline.
- Expand the loan book by sourcing quality opportunities aligned with the organization’s target segments and credit appetite.
- Develop a robust understanding of the local market, competitive landscape, industries, and emerging business opportunities.

2. Revenue & Loan Book Growth

- Drive disbursements, revenue generation, and loan-book expansion for the region.
- Own the sales funnel and ensure effective conversion of leads into sanction and disbursement.
- Drive deal closures by working closely with internal stakeholders and ensuring timely resolution of commercial and credit-related requirements.
- Achieve defined business, AUM/loan-book, disbursement, revenue, and profitability targets.

3. Relationship Management

- Maintain regular interaction with existing and prospective clients to understand their evolving business and financing requirements.




- Ensure high standards of customer service, client satisfaction, relationship deepening, and retention.
- Identify opportunities for cross-sell, up-sell, and wallet-share expansion across the NBFC’s product suite.
- Develop long-term relationships with key decision-makers and promoters within the emerging and growth client segment.

4. Credit & Transaction Management

- Work closely with Credit, Risk, Legal, Operations, and other internal teams to ensure smooth and timely execution of transactions.
- Understand and adhere to the organization’s credit policy, risk parameters, regulatory requirements, KYC, documentation, and approval processes.
- Coordinate with relevant stakeholders to ensure effective deal structuring, documentation, sanction, and disbursement within agreed TATs.
- Maintain strong focus on portfolio quality while balancing business growth and risk considerations.

5. Portfolio Monitoring & Market Intelligence

- Monitor the existing portfolio and maintain regular engagement with clients to identify potential risks or early warning signals.
- Keep abreast of local market developments, industry trends, sectoral changes, customer financial health, and competitive activity.
- Proactively identify and report indicators of customer stress, potential defaults, deterioration in business performance, or sector-specific risks.
- Support portfolio reviews and ensure timely escalation of concerns to relevant stakeholders.

6. MIS & Business Reporting

- Prepare and share periodic MIS, sales pipeline, disbursement, revenue, portfolio, and performance reports with relevant stakeholders.
- Track business performance against targets and identify gaps and corrective actions.
- Maintain accurate and updated records of client relationships, opportunities, and pipeline.

📌 Regional Head (Mumbai)
🏢 Forward
📍 Mumbai