Relationship Manager

• Client Relationship Management: Develop and maintain strong relationships with existing and potential
• clients in the assigned territory or market segment.
• Business Development: Identify new business opportunities and proactively market financial products (loans
• and related services) to potential customers.
• Product Promotion: Effectively communicate and promote various financial products offered by the
• organization to prospective clients.
• Sales Targets: Achieve sales targets by effectively managing leads, conversions, and client retention strategies.
• Customer Service: Provide excellent customer service to clients, addressing their queries and resolving any
• issues promptly and professionally.
• Market Analysis: Stay updated with market trends, competitor activities, and changes in regulations to
• identify opportunities and potential risks.
• Cross-Selling: Identify cross-selling opportunities and recommend appropriate financial products to clients to
• meet their needs.
• Documentation: Ensure accurate and timely documentation of all client interactions, transactions, and sales
• related activities.
• Compliance: Adhere to the companys policies, procedures, and regulatory guidelines to maintain compliance
• at all times.
• Reporting: Provide regular reports on sales activities, market insights, and customer feedback to the management team.

Qualifications and Skills:

• Minimum of 2 years of marketing experience in the finance industry, particularly in bank/NBFC loans (Business
• Loans, Housing Loans, Cash Credit limit (CC), Overdrafts limit (OD), Term Loans limit, and Loan Against
• Property).
• Educational qualifications: MBA, M.com, or BBA. Strong communication and interpersonal skills to effectively interact with clients.
• Proven ability to achieve sales targets and customer satisfaction goals.
• Knowledge of financial products, market trends, and regulatory requirements.
• Must possess a personal 2-wheeler for travel within the assigned territory