Senior Relationship Manager - Mid Corporate - Sales - Pune - Fortune Centre at Tata Capital
Pune, maharashtra, India -
Full Time


Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Acquisition, Client Relationship Management, Deal Structuring, Credit Solutions, Portfolio Growth, Financial Analysis, Compliance

Industry

Financial Services

Description
Key Objective of the Job: Main Accountabilities Client Acquisition: Lead efforts to acquire new 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. Major Deliverables: 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 Specialized job competencies: 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 Desired Experience: Compliance: Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies
Responsibilities
The Senior Relationship Manager is responsible for acquiring new clients in the mid corporate sector and managing relationships with existing corporate clients. The role involves structuring financial deals, offering credit solutions, and expanding the client base by promoting financial products and services.
Loading...