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 extensively.