Senior Client Engagement Specialist

15 hours ago


Jaipur, Rajasthan, India beBeeRelationship Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

About the Opportunity

We are seeking a Senior Relationship Manager to manage high-value client relationships, identify financial needs, and offer tailored lending solutions. This role requires strong analytical and decision-making skills, with a proven track record of meeting or exceeding sales and collections targets.

Key Responsibilities:

  • Manage client relationships and ensure consistent engagement to build long-term relationships
  • Understand client requirements and offer customized financial products and services
  • Conduct detailed credit assessments and financial evaluations of clients
  • Drive loan disbursement targets through strategic sourcing and cross-selling opportunities
  • Ensure timely collections and maintain healthy portfolio quality with low delinquency
  • Monitor market trends and competitor activity to identify growth opportunities
  • Generate referrals and new business through customer networks

Required Skills & Qualifications:

  • Master's/Bachelor's degree in Finance, Business Administration, Economics, or related field
  • 26 years of experience in relationship management or financial advisory in NBFCs, banks, or similar financial institutions
  • Proven track record of meeting or exceeding sales and collections targets
  • Strong understanding of financial products like SME loans, business loans, and secured/unsecured lending
  • Excellent communication, negotiation, and interpersonal skills
  • Proficiency in using financial tools, CRM platforms, and MS Office
  • Ability to work independently and manage multiple client relationships simultaneously


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