Job Description

Main Accountabilities

1. Customer Relationship Management

. Manage relationships with contractors, fleet owners, and SME customers
. Act as the primary point of contact for customer queries and servicing
. Build robust engagement to drive repeat business and referrals

2. Deal Processing & Documentation

. Collect and verify customer documents and application details
. Ensure completeness of KYC, financials, and asset-related documentation
. Coordinate with internal teams for smooth case processing

3. Credit Coordination & Proposal Handling

. Prepare and submit loan proposals / CAM inputs
. Liaise with Credit teams for approvals and query resolution
. Ensure timely movement of files across approval stages

4. Disbursement & Execution

. Coordinate with Operations for timely disbursement of loans
. Ensure all pre-disbursement conditions are met
. Track case status and resolve delays

5. Business Support & Sourcing (Limited)

. Support sourcing through dealer references and existing relationships
.



Assist State Head / ASM in deal origination and closure
. Generate leads through local market connect and referrals

6. Portfolio Management & Follow-ups

. Track customer repayment behavior and early delinquency signals
. Follow up with customers for timely repayments
. Coordinate with Collections teams for overdue cases

7. Utilization & Customer Engagement

. Drive repeat transactions and utilization of existing relationships
. Ensure continuous engagement with active customers and dealers
. Identify opportunities for cross-sell / additional funding

8. MIS & Reporting

. Maintain data on cases handled, disbursements, and pipeline
. Update internal systems and provide regular status updates
. Ensure accuracy of reporting

9. Compliance & Process Adherence

. Ensure adherence to internal policies, KYC norms, and documentation standards
. Maintain audit-ready documentation
. Support audit and compliance checks

📌 Relationship Manager - CEQ - Sales - Delhi - Videocon Towers
🏢 Tata Mutual Fund
📍 Delhi