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 solid 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 Finance - Bengaluru - Prestige Corniche
🏢 Tata Capital
📍 Bengaluru