Tata Capital Finance Ltd

Relationship Manager - CEQ - Sales - Delhi - Videocon Towers

Tata Capital Finance Ltd
New Delhi
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Relationship Manager - CEQ - Sales - Delhi - Videocon Towers

Main Accountabilities

1. 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

 

2. 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

 

3. 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 referrals

 

6. 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 funding

 

8. 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

Job role

Work location
Work locationDelhi, Delhi - Videocon Towers, 7th Floor, Videocon Towers,� Block� 7 E, Jhandewalan Extention, New Delhi, Delhi, India
Department
DepartmentSales & BD
Role / Category
Role / CategoryBD / Pre Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameTata Capital Finance Ltd
Job posted by Tata Capital Finance Ltd

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

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