Relationship Manager - CEQ Finance - Bengaluru - Prestige Corniche

Tata Capital · Banking & Financial Services

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