Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
• Identify new business opportunities through field sales activities, networking, and referrals.
• Process loan applications, conduct credit checks, and make lending decisions within the approved limits.
• Meet or exceed monthly targets for sales performance metrics such as number of loans closed, revenue generated, etc.

Job Requirements :

• 0-3 years of experience in banking sales, credit card sales, DSA (Direct Sales Agent), insurance sales, NBFC (Non-Banking Financial Company) or personal loans.
• Strong understanding of financial products including home loans and mortgages.
• Excellent communication skills with ability to build rapport with customers at all levels.