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Home
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Tata Capital
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Relationship Manager - CEQ Finance

Relationship Manager - CEQ Finance

Tata Capital

1 - 5 years

1 - 5 Lacs

jamshedpur jharkhand india

Posted:17 hours ago| Platform: Foundit logo

Apply

Skills Required

sales retail banking compliance finance leasing customer acquisition

Work Mode

On-site

Job Type

Full Time

Job Description

New Business Prospects

Originate new business opportunities within the
SME and infrastructure sectors
through
direct sourcing
and
open market channels
.

Customer Acquisition

Acquire new SME customers and manage their proposals through the
entire credit cycle
, from origination to
disbursement
.
Achieve targeted
New-to-Business (NTB)
acquisition numbers.

Business Generation

Engage with
existing SME clients
to identify new business opportunities and generate incremental revenue.

Cross-Selling

Cross-sell a range of
retail banking products
(loans, deposits, insurance, leasing, wealth products) to SME clients to
maximize revenue per customer
.

Portfolio Quality

Maintain a strong credit portfolio by ensuring
Early Delinquency (ED)
levels are within defined thresholds.
Ensure timely resolution of
Post Disbursement Documents (PDDs)
,
deferrals
, and other compliance requirements.

Compliance & Regulations

Ensure strict compliance with all
regulatory guidelines
and
internal risk policies
.
Stay informed of regulatory updates impacting
SME banking operations
.

Key Skills & Competencies:

Proven track record in
SME customer acquisition
and relationship management
Strong understanding of
credit underwriting, lending products
, and banking compliance
Ability to drive business through
cross-selling and upselling strategies
Excellent communication, negotiation, and analytical skills
Knowledge of regulatory norms (RBI, banking codes) and portfolio monitoring tools

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