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Relationship Manager-Large Corporate-Sales-Mumbai-Lower Parel-JM *ASM-SM*

Tata Capital · Mumbai, Maharashtra, India

Client RelationsImported listingfull-timeabout 18 hours ago

About The Role

Client Relationship Management

  • Build and maintain strong relationships with corporate clients in the Large Corporate segment.
  • 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.
  • Ability to independently engage with CXO / Promoter level of existing and target clients
  • Ability to lead pricing and deal structuring negotiations and independently ensure closure of transactions in line with organisational objectives

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 structured financial products.
  • Assess creditworthiness and risk factors associated with clients.

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.

Compliance

Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

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