Relationship Manager -Mid Corporate -Sales -Pune - Fortune Centre -M1 -M3*

Tata Capital · Pune

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

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

Portfolio Growth:

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

Other desired attributes:

Team coordination, Good Attitude and willingness to learn & impart trainings

Main Accountabilities