Relationship Manager - CEQ - Sales - Delhi - Videocon Towers

Overview
Tata Capitaltatacapital.comPosted 2 weeks ago
Delhi, INऑफिस से
जल्दी आवेदन करें
वरिष्ठता स्तर
Mid
रोज़गार का प्रकार
पूर्णकालिक
विशेषज्ञता
Retail banking

Main Accountabilities1. 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 referrals2. 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 processing3. 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

4. Disbursement & Execution

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

5. 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 referrals6. 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

7. 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 funding8. MIS & Reporting
  • Maintain data on cases handled, disbursements, and pipeline
  • Update internal systems and provide regular status updates
  • Ensure accuracy of reporting

9. Compliance & Process Adherence

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