Relationship Manager
3 days ago
Key Responsibilities
· Identify and acquire new customers through field visits, referrals, and lead generation.
· Promote and sell loan products with a focus on SME clients.
· Understand client financial needs and recommend appropriate loan solutions.
· Manage the complete sales cycle: prospecting, pitching, documentation, and follow-ups.
· Build and maintain long-term client relationships.
· Collaborate with internal teams to ensure smooth processing and disbursal.
· Consistently achieve monthly and quarterly sales targets.
· Stay updated with market trends, competitor offerings, and regulatory changes.
Key Focus Areas
· LAP Sourcing Expertise: Proven experience in acquiring high-ticket LAP customers.
· Credit Understanding: Strong knowledge of financials and property documentation.
· Customer Relations: Excellent communication and negotiation skills.
· Market Penetration: Experience in metro and Tier 2 markets.
· Channel Management: Strong DSA network and relationship-building skills.
· Compliance Focus: Knowledge of KYC, credit, and regulatory norms.
· Tech Proficiency: Comfortable with CRM tools and digital sales platforms.
Required Skills & Experience
· Bachelor's degree required; Master's in Business, Finance, or Marketing preferred.
· 3–6 years of sales experience in NBFCs, banks, or financial services.
· Strong understanding of LAP, business loans, and SME financing.
· Goal-oriented, proactive, and self-motivated with a proven sales track record.
· Proficiency in CRM tools and MS Office.
Job Type: Full-time
Pay: ₹50, ₹75,000.00 per month
Application Question(s):
- Years of experience in LPA sourcing?
- Knowledge of financials and property documents ?
- Proficiency in CRM tools and MS Office is required?
Work Location: In person
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