Relationship Manager

Tata Capital Finance Ltd; Haldwani; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata Capital Finance Ltd is hiring a Relationship Manager-CEQ-Sales for Haldwani to originate NTB prospects and manage customer relationships across diverse corporate segments.

The role involves sourcing new business, guiding proposals to disbursement, cross-selling financial products, and expanding trade verticals in emerging and mid-corporate segments within the local market.

Qualifications

• NTB prospecting through direct sourcing and open market channels.
• Acquire customers and take proposals up to disbursement.
• Engage existing customers to generate revenue and cross-sell.
• Graduate or Post Graduate in any discipline.

Responsibilities

• Originate NTB prospects and source through direct channels.
• Advance customer proposals to the disbursement stage.
• Maintain relationships and address service and sales queries.
• Identify new market segments and set up trade verticals.

Skills

Prospecting NTB

Customer acquisition

Relationship management

Cross selling

Financial products

Education

Post Graduate/ Graduate in any discipline

Job description

Relationship Manager-CEQ-Sales-Haldwani - Pal Complex-M1-M3

• Originate NTB prospects through direct sourcing and open market channels
• Acquiring customers and taking their proposal up to the stage of disbursement.
• Meeting existing customers to generate business opportunities thereby generating revenue
• Catering to the business having a turnover of Rs 100 to 500 crs in Emerging Business, Rs 500 to 1000 crs in Mid Corporate and Rs 1000 crs & above in Large Corp with different working capital facilities such as Overdraft, Cash credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc. as per the clients need.
• Managing customer relationships; addressing both service & sales queries for customers with an objective to engage & retain customers.
• Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the company.
• Recommend & introduce new services with an objective to engage customers & generate fee income.
• Acquisition of Emerging Corporate Profile customers
• Cross sell other retail
• Post Graduate/ Graduate in any discipline