Channel Handling Executive

2 weeks ago

Mumbai, India Viable Consultancy Full time

**Position Overview**:
The Channel Handling Executive will be responsible for managing relationships with chartered accountants and other financial professionals in the loan service industry. The primary objective of this role is to establish and maintain tie-ups with chartered accountants, enabling smooth collaboration between the loan service company and the accountants for efficient loan processing and documentation.

**Key Responsibilities**:
Build and Maintain Relationships: Develop strong professional relationships with chartered accountants and other financial professionals who play a crucial role in loan processing and documentation.

Tie-up Negotiations: Identify potential chartered accountants and financial firms for tie-ups. Conduct negotiations and agreements for collaborative partnerships.

**Collaboration Facilitation**: Coordinate and liaise with chartered accountants and financial professionals to streamline loan processing activities. Ensure timely and accurate information exchange to support loan origination, evaluation, and documentation.

**Training and Support**: Provide necessary training and support to chartered accountants on loan product features, processes, and documentation requirements. Address any queries or concerns they may have and ensure they are well-equipped to assist clients.

**Compliance and Risk Management**: Collaborate with the compliance team to ensure that all loan-related processes and documentation adhere to regulatory requirements. Mitigate any potential risks associated with tie-ups and maintain compliance standards.

**Market Analysis**:Stay updated with industry trends, market conditions, and competitors' strategies. Identify opportunities to enhance tie-up effectiveness and propose innovative ideas to expand the company's reach.

**Relationship Management Systems**: Utilize CRM or other tools to maintain accurate records of tie-ups, communication history, and performance metrics. Ensure timely follow-up and proactive engagement with tied-up chartered accountants.

**Qualifications and Skills**:

- Bachelor's degree in Business Administration, Finance, or a related field.
- Proven experience in a similar role, preferably in the loan service industry.
- Strong understanding of loan processing, documentation, and compliance requirements.
- Excellent interpersonal and communication skills to establish and maintain professional relationships.
- Negotiation and persuasion abilities to secure tie-ups with chartered accountants.
- Ability to analyze data and generate meaningful reports for performance monitoring.
- Knowledge of CRM systems or similar tools for maintaining relationship records.
- Detail-oriented, organized, and able to manage multiple priorities effectively.
- Familiarity with financial regulations and compliance standards applicable to the loan service industry.

**Salary**: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Mumbai Suburban, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 3 years (preferred)

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