Relationship Manager

Recruiter
Tata Cleantech Capital
Location
Mumbai
Salary
Negotiable
Posted
30 Nov 2022
Closes
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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