Relationship Manager - CEQ Finance

Tata Capital; Ahmedabad District; On-site; INR 350,000 - 550,000; Full time

Job summary

Tata Capital in Ahmedabad is seeking a capable professional to manage relationships with contractors, fleet owners, and SME customers, acting as the main contact for queries and servicing. The role focuses on driving repeat business, processing credit documentation, and coordinating with multiple internal teams.

The incumbent will prepare loan proposals, liaise with Credit, ensure timely file movement, and support deal origination through dealer networks and market connects.

Qualifications

• Experience in managing relationships with contractors, fleet owners or SME customers.
• Familiarity with KYC norms and documentation standards.
• Ability to coordinate with internal teams and ensure timely case processing.

Responsibilities

• Manage relationships with contractors, fleet owners, and SME customers
• Act as the primary point of contact for customer queries and servicing
• Build engagement to drive repeat business and referrals
• Collect and verify customer documents and application details
• Ensure completeness of KYC, financials, and asset-related documentation
• Coordinate with internal teams for smooth case processing
• Prepare and submit loan proposals / CAM inputs
• Liaise with Credit teams for approvals and query resolution
• Ensure timely movement of files across approval stages
• Coordinate with Operations for timely disbursement of loans
• Ensure all pre-disbursement conditions are met
• Track case status and resolve delays
• Support sourcing through dealer references and existing relationships
• Assist State Head / ASM in deal origination and closure
• Generate leads through local market connect and referrals
• Track customer repayment behavior and early delinquency signals
• Follow up with customers for timely repayments
• Coordinate with Collections teams for overdue cases
• Drive repeat transactions and utilization of existing relationships
• Ensure continuous engagement with active customers and dealers
• Identify opportunities for cross-sell / additional funding
• Maintain data on cases handled, disbursements, and pipeline
• Update internal systems and provide regular status updates
• Ensure accuracy of reporting
• Maintain audit-ready documentation
• Support audit and compliance checks

Skills

Customer relationship management

Credit documentation

KYC compliance

Job description

Main Accountabilities

Customer Relationship Management

• Manage relationships with contractors, fleet owners, and SME customers
• Act as the primary point of contact for customer queries and servicing
• Build strong engagement to drive repeat business and referrals

Deal Processing Documentation

• Collect and verify customer documents and application details
• Ensure completeness of KYC, financials, and asset-related documentation
• Coordinate with internal teams for smooth case processing

Credit Coordination Proposal Handling

• Prepare and submit loan proposals / CAM inputs
• Liaise with Credit teams for approvals and query resolution
• Ensure timely movement of files across approval stages

Disbursement Execution

• Coordinate with Operations for timely disbursement of loans
• Ensure all pre-disbursement conditions are met
• Track case status and resolve delays

Business Support Sourcing (Limited)

• Support sourcing through dealer references and existing relationships
• Assist State Head / ASM in deal origination and closure
• Generate leads through local market connect and referrals

Portfolio Management Follow-ups

• Track customer repayment behavior and early delinquency signals
• Follow up with customers for timely repayments
• Coordinate with Collections teams for overdue cases

Utilization Customer Engagement

• Drive repeat transactions and utilization of existing relationships
• Ensure continuous engagement with active customers and dealers
• Identify opportunities for cross-sell / additional funding

MIS Reporting

• Maintain data on cases handled, disbursements, and pipeline
• Update internal systems and provide regular status updates
• Ensure accuracy of reporting

Compliance Process Adherence

• Ensure adherence to internal policies, KYC norms, and documentation standards
• Maintain audit-ready documentation
• Support audit and compliance checks

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.