Relationship Manager – Secured

Relationship Manager – Secured

1 min read

Quick Summary

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 Some high level
things you would own but not limited to :

Sourcing

Ø 
Conduct
market study and prepare market maps to streamline sourcing

Ø 
Cold-call
on potential clients and constantly track their demand for MSME Loan requirements

Ø 
Conduct
market visits and promote Bank’s various products to prospective customers

Ø 
Understanding
Customers requirement for Business loan and pitching the right product as per
requirement

Ø 
Explain
the product details and benefits to the customers.

Ø  Achieving
Monthly Targets as defined in Goal sheet

Ø 
Work
as a team in achieving the branch targets.

Ø 
Customer
Service

Ø 
Portfolio
Maintenance

Maintain Daily sales report and generate the leads, and
follow up the leads till close

Pre and Post disbursement

Ø 
Helping
to customers for complete documentation process of Sanction and Disbursement.

Ø 
Helping
to customers customer needs & solving their queries regarding the product.

Apply for Business Loan

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