Relationship Manager – Secured

Relationship Manager – Secured

2 min read

Quick Summary

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About the role

Relationship Manager is a front-line, customer-facing professional responsible for the direct sourcing of business loans. Their primary goal is to drive growth through proactive lead generation, field activities, and leveraging local reference networks & will acts as the critical link between the market and the branch, ensuring a steady pipeline of loan applications while maintaining a high level of customer service.

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

  • Conduct market study and prepare market maps to streamline sourcing
  • Cold-call on potential clients and constantly track their demand for MSME Loan requirements
  • Conduct market visits and promote Bank’s various products to prospective customers
  • Understanding Customers requirement for Business loan and pitching the right product as per requirement
  • Explain the product details and benefits to the customers.
  • Achieving Monthly Targets as defined in Goal sheet
  • Work as a team in achieving the branch targets.
  • Customer Service
  • Portfolio Maintenance
  • Maintain Daily sales report and generate the leads, and follow up the leads till close
  • Helping to customers for complete documentation process of Sanction and Disbursement.
  • Helping to customers customer needs & solving their queries regarding the product.

What you would possess already:

  • Graduation – Good communication skills in local language with some working knowledge in English
  • Positive attitude with leadership quality.
  • Self-driven, who can walk that extra mile to achieve the target
  • Able bodied and healthy person, who can undertake travel extensive

Apply for Business Loan

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