
Senior Client Engagement Specialist
15 hours ago
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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