Relationship Manager
1 week ago
IMMEDIATE JOINER REQUIRED
Job Title: Relationship Manager /Senior Relationship Manager
Location: Bengaluru.
Industry:
Banking / Financial Services / Insurance
Employment Type:
Full Time
Website:
Job Summary:
- Make daily telephonic calls and meet client targets set by the Supervisor.
- Update CRM daily with leads, logins, sanctions, and disbursals.
- Convert leads into logins and ensure disbursal through the best Bank/NBFC.
- Process loan applications, conduct due diligence, and ensure compliance with terms and documentation.
- Manage smooth loan disbursal by resolving process/queries.
- Achieve at least 3X billing target each month.
- Maintain relationships with customers, business banking, and channel partners.
- Increase business through existing clients and cross-selling (including insurance).
- Focus on scheduling customer meetings, logins, cross-sells, and disbursals.
- Research client files for effective processing.
Key Responsibilities:
· Excellent communication and listening skills
· The ability to explain complex information clearly and simply
· Good sales and negotiation skills
· An interest in financial products and markets
· Basic mathematical and computer skills
· Plenty of drive, initiative and motivation
· Honest and trustworthy in compliance
· Attention to detail
· The ability to analyze and research information
Key Skills & Requirements:
.
Perform various financing activities as per the customer's requirement
. Increase wallet share by cross-selling products to the customer
· Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance
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