Relationship Manager
2 weeks ago
Role & responsibilities
- Drive personal loan disbursals through field-based and tele-assisted digital onboarding.
- Source high-quality leads through direct field visits, and existing customer references.
- Assist customers in document collection, KYC completion, and navigating the PahalPe app.
- Coordinate with the credit and operations team for faster processing and approval.
- Develop and manage partnerships with HR heads, real estate agents in the salaried segment.
- Regularly monitor application-to-disbursal conversion and take steps to improve it.
Preferred candidate profile
- 1-4 years of experience in instant personal loan sales, specifically through digital lending applications.
- Strong understanding of digital lending processes and customer onboarding.
- Experience working in target-driven roles with consistent achievement of monthly disbursal numbers.
- Ability to assist customers who are unfamiliar with digital processes, including guiding them through app usage, document upload, and eKYC.
- Comfortable using loan apps, CRMs, and mobile-first sales processes.
- Fluent in local language plus Hindi/English (depending on region).
- B.Com Graduate (preferably).
- Postgraduate degrees (MBA, PGDM, etc.) and relevant certifications in sales, marketing, or financial services will be considered a plus.
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