- Can I apply
- Open to any education · Mid level
- Pay
- Pay not stated
- Source
- From the company's careers page · yesterday
- How to apply
- On Tata Capital's site: account needed, ~10–15 min
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About the role
Acquire new asset relationships through various channels and manage a portfolio of 30-40 BBG relationships.
What you'll do
- Achieve business targets on volumes and profitability for BBG customers; Generate leads through branch interaction, update CRM, and ensure lead conversion
- Build relationships with internal and external customers to ensure satisfaction; Prepare customer profiles, identify cross-sell opportunities, and resolve queries
What you need
- 2–15 yrs of experience
- Treasury
- Credit appraisal
- Sales
- Negotiation
- Audit
- Cross-selling
- Chartered Accountant or MBA
Good to have
- CRM
- Working capital
- HTML
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