Relationship Manager

Tata Cleantech Capital
30 Nov 2022
30 Dec 2022
Job Function
Corporate Finance
Employment Type
Full Time

Key Objective of the Job:

  • Identify, Source, Develop and Deepen strong long-term relationships with Corporates in various cleantech/ renewable energy sectors with a view to achieving growth targets of leasing business in line with the business plan.
  • Responsible for P&L and Portfolio growth of renewable/ clean energy business across India.
  • Achieving Budgetary number in terms of NII, Fee income & Portfolio size.
  • Understand customer needs and propose ‘leasing’ as an alternative source of financing while adhering to risk management guidelines.
  • Strong capabilities to accurately assess deal opportunities to determine quickly both deal and customer potential (qualified vs unqualified assessment skill set) to build a healthy deal opportunity pipeline that optimally maximises time and resource emphasis focus.
  • Ability to act as a subject matter expert finance sales leader to direct the flow of engagements, including a keen ability to manage accurate and efficient sales pipeline progression.
  • Maintain relationships with corporates & OEMs/ Vendors & generate business by doing frequent interactions and meetings.
  • Develop corporate leasing business for the company via various channels – direct & indirect/ online & offline etc.
  • Carry out an initial assessment of risk and negotiate terms to an acceptable level
  • Ability to present proposals to management for seeking approvals, Coordinating with internal stakeholders for successful conversion and disbursement
  • Engage with existing customers post-disbursal on a periodic basis, identifying and resolving any issues raised
  • Maintain periodic portfolio MIS including calls-to-action, conversion status etc.
  • Adopt Sales Digitization tools and effectively implement the same with the teams

Desired Experience:

  • Experience in Corporate/ Project finance / leasing business with a proven track record of over-achieving goals/ set targets. Preference will be given for candidates having exposure in renewable/ clean energy and related financial industry business development.
  • Knowledge of the (equipment/ asset) leasing process, lease operations, credit & contract negotiation is a plus but not mandatory.
  • General understanding of credit policy and procedures, legal requirements, and basic tax and accounting process and procedures.
  • Record of building a network and relationships with SMB/ Large corporates and OEMs/ Vendors at the senior management level.
  • Should possess basis understanding of financial statements/ financial modelling
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