Relationship Manager
4 days ago
Role Overview:
The Relationship Manager will support the City Lead in driving business growth through the DSA channel. This role involves managing day-to-day operations, coordinating with DSAs, and ensuring smooth execution of strategies to achieve revenue and performance targets.
Key Responsibilities:
Operational Support:
- Assist the City Lead in managing the DSA portfolio and ensuring target achievement.
Monitor daily lead flow, eligibility rates, and loan disbursal performance.
Stakeholder Coordination:
- Act as a liaison between DSAs and internal teams to resolve operational issues.
Build and maintain strong relationships with DSA partners to enhance business engagement.
Performance Tracking:
- Track key performance metrics such as eligibility rates, average ticket size (ATS), and approval-to-disbursal conversion rates.
Provide regular updates and reports to the City Lead on channel performance.
Market Analysis:
- Gather insights on competitor practices in the DSA ecosystem.
Provide inputs on opportunities for improving policies and processes.
Process Optimization:
- Support in streamlining the digital journey for DSAs and customers.
Identify gaps in the DSA experience and propose actionable solutions.
Training and Development:
- Facilitate the onboarding and training of new DSA partners.
- Educate DSAs about new policies, products, and process enhancements.
Key Skills and Competencies:
- Strong communication and relationship management skills.
- Ability to analyze data and derive actionable insights.
- Familiarity with personal loan underwriting processes and DSA operations.
- Proficiency in using CRM tools and other business management software.
- Problem-solving mindset with a focus on operational excellence.
Qualifications and Experience:
- Bachelors degree in Business, Finance, or a related field.
- 2-4 years of experience in financial services, preferably in the DSA channel or a similar role.
- Knowledge of personal loan products and the digital lending ecosystem is an added advantage.
Key Performance Indicators (KPIs):
- Lead-to-disbursal conversion rates.
- Improvement in DSA partner engagement and satisfaction.
- Timely resolution of operational issues.
- Achievement of assigned revenue targets through the DSA channel.
Note: Candidates must know how to drive, possess a valid Driving License (DL), and have their own vehicle. They should also be flexible to work from DSA offices whenever required.
-
Relationship Manager
2 weeks ago
Bengaluru, Hyderabad, India Siddhartha Hospital Full time ₹ 12,00,000 - ₹ 25,00,000 per yearKey Roles & Responsibilities:Relationship Management :Managing the banking and investments relationship of Wealth / HNI / affluent clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand affluent customer relationships by providing service level which exceeds client expectations of most...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - Affluent-AFFLUENT-Relationship ManagerAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking...
-
Relationship Manager
2 weeks ago
Bengaluru, Coimbatore, Hyderabad, India Ardor Talent Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per yearThe Relationship ManagerEmerging Corporate is responsible for acquiring and managing clients with turnover below 200 Cr. The role involves sourcing new relationships, maintaining strong credit quality, and achieving asset growth, NII, and fee income targets. The candidate will evaluate client financials, structure suitable credit facilities, and monitor...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Versatile Commerce Full time ₹ 4,00,000 - ₹ 12,00,000 per yearJob Title:Relationship ManagerLocation:Hyderabad (WFO)Experience:2–5 YearsAbout The RoleWe are looking for a dynamic and client-focused Relationship Manager to manage and grow our portfolio of clients. The ideal candidate will have excellent communication skills, a strong understanding of client needs, and the ability to build long-lasting business...
-
Relationship Manager
4 days ago
Bengaluru, Hyderabad, Mumbai, India Rintelo Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHave a strong bias for action (read deal making) and value speed with a combination of perfection (read goal orientation).Make decisions with this ethos: Customer > Company > Team > MeThrive in a flat and open organizationAre self-starters and have a natural tendency to own company and team goals (read Greedy – greedy to learn and earn)Why explore an...
-
Relationship Manager
6 days ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRelationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager JOB ROLE : - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs...
-
Bengaluru, Hyderabad, Jaipur, India Vipany Global Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRole & responsibilitiesClient acquisition: Identify and develop relationships with potential clients and generate leads.Property marketing: Create listings, marketing materials, and advertisements for properties.Property showings: Schedule and conduct property showings and open houses for potential buyers.Market analysis: Conduct market research to estimate...
-
Relationship Manager
2 weeks ago
Bengaluru, Mumbai, India Policybazaar Full time ₹ 5,00,000 - ₹ 15,00,000 per yeartothe toWhatsApp WhatsAppWhatsApporganisationPosition: Relationship Manager - HNILocation: PAN IndiaAbout Policybazaar:As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent,...
-
Relationship Manager
2 days ago
Hyderabad, Telangana, India Homzinterio Full time ₹ 4,00,000 - ₹ 6,00,000 per yearWe are seeking a dynamic and driven Relationship Manager – Sales to join our team at Gachibowli. In this role, you will be responsible for generating sales, managing client relationships, and driving business growth. You will act as the primary point of contact for clients, ensuring exceptional customer experience from the initial interaction to final...
-
Relationship Manager
5 days ago
Hyderabad, Telangana, India Tata Capital Full time ₹ 8,00,000 - ₹ 24,00,000 per yearDescription11091Core Responsibilities:Sales Process Managemento Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships.o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat...