Main Accountabilities
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
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
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
Disbursement & Execution
Coordinate with Operations for timely disbursement of loans
Ensure all pre-disbursement conditions are met
Track case status and resolve delays
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
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
Utilization & Customer Engagement
Drive repeat transactions and utilization of existing relationships
Ensure continuous engagement with active customers and dealers
Identify prospects for cross-sell / additional funding
MIS & Reporting
Maintain data on cases handled, disbursements, and pipeline
Update internal systems and provide regular status updates
Ensure accuracy of reporting
Compliance & Process Adherence
Ensure adherence to internal policies, KYC norms, and documentation standards
Maintain audit-ready documentation
Support audit and compliance checks

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager Ceq Finance Bengaluru (India)
🏢 Tata Capital
📍 India