
Relationship Manager
4 days ago
The ideal candidate will be responsible for sourcing high value LAP from DSA and Connector network.
Should have a deep understanding of the clients' business objectives and challenges and creating strategic recommendations of loan based off of this understanding.
Recommending case internally based on financials and colletral of the customer.
You will do so by building a strong relationship with clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
- Field Sales of high ticket LAP through DSA and Connector
- Dialogue with our clients to understand their business objectives and challenges
- Analyze clients' data and provide strategic recommendations to clients
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
Qualifications
- 4-6 years' of client relationship experience
- Ability to understand financials and customer books
- LAP/TASC/Mortgage experience must
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
- Must have presentation skills and ability to manage high networth individuals, trustee and companies.
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