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Relationship Manager - Emerging Corporate - Sales - Bareilly - Civil Lines - JM
Tata Capital · Bareilly, Uttar Pradesh, India
About The Role
1 Client Relationship Management
- Build and maintain strong relationships with corporate clients in the Emerging 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.
2 Deal Structuring
- Collaborate with clients to structure financial deals tailored to their specific needs.
- Prepare and present proposals to clients.
3 Credit Solutions
- Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.
- Assess creditworthiness and risk factors associated with clients.
4 Portfolio Growth
- Focus on portfolio growth by cross-selling financial products and services.
- Achieve budgetary targets for Net Interest Income (NII) and fee income.
5 Financial Analysis
- Analyze financial statements, credit reports, and market trends to assess client performance and risks.
- Develop insights to enhance client portfolios.
6 Compliance
- Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.
- Qualifications -
- Minimum Degree: Graduate/Post graduate in any discipline .
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