Relationship Manager - CEQ
Tata Capital · Delhi · onsite · Posted 8d ago
Undisclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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.
Sourced from naukri
Skills
Customer EngagementdealercrmCase ProcessingLoansCustomer QueriesDisbursementDeal originationPortfolio ManagementRelationship ManagerMIS ReportingoperationscomplianceKYCQuery Resolution
About Tata Capital
Tata Capital
NBFC
12.4k+
employees
2007
19 years old
Mumbai, Maharashtra
India
About
Tata Capital operates in the financial services sector, offering a diverse range of solutions including commercial finance, personal loans, and wealth management.
Industries
NBFCFinancial Services
Employee ratings
5,719 reviews
3.9/ 5
Culture
3.8
Career growth
3.4
Work-life
3.8
Employees rate it well for
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