Key Responsibilities & Duties
Client Acquisition & Portfolio Management:
Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.
Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.
Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.
Channel Partner & Partner Network Development:
Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.
Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.
Credit Assessment & File Processing:
Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.
Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.
Target Achievement & Market Intelligence:
Achieve monthly and quarterly loan disbursement targets across assigned product lines.
Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.
Experience
0 - 1 Years
No. of Openings
4
Education
Graduate
Role
Relationship Manager
Industry Type
Call Centre / BPO / ITES / LPO
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face Interview Location
Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery, Nashik