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Relationship Manager - CEQ Finance - Bengaluru - Prestige Corniche

Tata Capital · Bangalore
वेतनवेतन नहीं लिखा
कहाँBangaloreKarnataka
प्रकारInternship
Posted22 Oct4 दिन पहले, Adzuna से
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Relationship Manager - CEQ Finance - Bengaluru - Prestige Corniche

Bengaluru, Karnataka, India

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JOB DESCRIPTION

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

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JOB INFO

Job Identification

55758

Posting Date

10/21/2026, 10:33 AM

Locations

2nd� Floor, Prestige Corniche, No.62, Richmond Road, Bengaluru, Bengaluru, Karnataka, 560025, IN

Apply Before

11/20/2026, 10:33 AM

Job Schedule

Full time

Legend

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2nd� Floor, Prestige Corniche, No.62, Richmond Road, Bengaluru, Bengaluru, Karnataka, 560025, IN

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