Credit Relationship Manager Jobs

SME Relationship Manager Company: Talent Zone ConsultantJob Title: Senior SME Relationship Manager / SME Lending Relationship ManagerExperience: 8-10 YearsLocation: Bangalore / Mysore / ChennaiEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced SME Relationship Manager with 8-10 years of experience in SME lending, business banking, NBFC, FinTech or financial services.The ideal candidate will be responsible for SME customer acquisition, credit assessment, loan sourcing, portfolio management and revenue growth. The role requires strong knowledge of working capital, business loans, term loans and secured/unsecured SME lending, along with the ability to build long-term relationships with SME clients.Current SME banking roles in Bangalore emphasize acquiring, growing and retaining profitable SME portfolios, structuring appropriate credit facilities and managing portfolio returns.Key ResponsibilitiesAcquire new SME/MSME customers through direct sourcing, referrals, channels and market outreach.Develop and maintain strong relationships with SME business owners, promoters and key decision-makers.Manage the complete lending lifecycle from lead generation to sanction and disbursement.Understand customer business models, financial requirements and working-capital needs.Conduct preliminary credit assessment and financial analysis of SME borrowers.Analyse financial statements, cash flows, banking transactions and repayment capacity.Prepare and coordinate credit proposals and loan documentation with Credit and Risk teams.Handle Working Capital Loans, Term Loans, Business Loans, LAP and other SME lending products.Coordinate with Credit, Operations, Legal, Risk and Collections teams for timely processing and disbursement.Manage and grow an existing SME lending portfolio while maintaining portfolio quality.Track customer repayment behaviour, exposure, delinquency and credit risk.Identify cross-sell and up-sell opportunities across lending, payments, cash management and other financial products.Achieve monthly/quarterly acquisition, disbursement, revenue and portfolio growth targets.Build relationships with DSAs, channel partners, brokers and referral networks.Monitor market trends, competitor offerings and emerging SME financing opportunities.Ensure compliance with internal policies, KYC requirements, credit guidelines and applicable regulations.Required SkillsCore Skills:SME Lending, MSME Lending, Business Banking, Credit Assessment, Credit Analysis, Loan Processing, Loan Origination, Customer Acquisition, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Financial Statement Analysis, Working Capital Loans, Term Loans, Business Loans, LAP, Secured Lending, Unsecured Lending, Credit Appraisal, Credit Underwriting, Risk Assessment, Portfolio Growth, Revenue Growth, Cross Selling, Upselling, Channel Management, DSA ManagementAnalytical / Technology Skills:Financial Modelling, Credit Risk Analysis, Banking Analysis, Cash Flow Analysis, MS Excel, CRM, MIS Reporting, Portfolio Analytics, Business AnalyticsSoft Skills:Client Relationship Management, Stakeholder Management, Negotiation Skills, Communication Skills, Presentation Skills, Business Acumen, Market Development, Problem Solving, Target OrientationCandidate Profile8-10 years of experience in SME/MSME lending, business banking, NBFC, FinTech or financial services.Strong track record in SME customer acquisition and portfolio management.Hands-on experience in credit assessment and loan processing.Good understanding of financial statements, cash flow and borrower creditworthiness.Experience handling working capital and term lending products is preferred.Candidates with experience managing high-value SME portfolios will be preferred.Strong ability to acquire new customers while retaining and expanding existing relationships.Experience working with Credit, Risk, Operations and Collections teams.MBA/PGDM in Finance/Marketing or equivalent qualification preferred.

*Urgent Requirement For HDFC Life Insurance**Designation : Relationship Manager**MINIMUM 2 Years EXPERIENCE IN LOAN , INSURANCE, CREDIT CARD SELLING, CASA & BANK FIELD or any other Field sales**Location : Ahmedabad,Baroda,Surat,Godhra,Chota Udaipur,Dahod, Gandhinagar, Palanpur, Surendranagar,Patan, Valsad,Vapi, Navsari, Silvassa**Qualification:Graduation Can apply**SALARY : Upto 3.80 LPA(Depends on Location & Experience of Candidate)**Interested candidates share your CV to given number**RUSHABH CHAVDA**8140839509*;

Key Responsibilities:Act as the primary point of contact for assigned clientsBuild and maintain trusted relationships with key stakeholdersUnderstand client business objectives and tailor solutions accordinglyIdentify opportunities for upselling and cross-selling products or servicesResolve client issues and complaints promptly to ensure satisfactionCoordinate with internal teams (sales, operations, product) to deliver on client commitmentsPrepare regular reports on client status, feedback, and business growthConduct periodic review meetings with clients to evaluate service performanceEnsure compliance with company policies and regulatory requirementsParticipate in contract renewals and negotiations when required

Hiring for 10 Credit Relationship Manager Jobs in Satna, with minimum 3 Years Experience,Required Educational Qualification is : B.C.A, B.B.A, B.Com, M.C.A, M.B.A/PGDM, M.Com with Good knowledge in Communication, Problem Solving, Compliance, Risk Analysis, Time Management, Analytical Research etc.

Relationship Managers /Sr Relationship ManagersCompany Overview:Shriram Life Insurance is a dynamic and customer-centric insurance provider committed todelivering unparalleled service and comprehensive coverage to our clients. We are seeking ahighly motivated and results-driven Relationship Manager to join our team. The successfulcandidate will play a crucial role in converting leads into insurance policy issuance whileproviding exceptional customer service.Key Responsibilities:Lead Conversion:Proactively engage with leads generated through various channels, including but not limited to,digital marketing, referrals, and walk-ins.Build and nurture strong relationships with potential clients to understand their insurance needsand provide customized solutions.Present and explain insurance products effectively, addressing any concerns and objections tofacilitate lead conversion.Collaborate with the sales and marketing teams to implement strategies for lead generation andconversion.Insurance Policy Issuance:Guide clients through the application and underwriting process, ensuring all necessarydocumentation is completed accurately and efficiently.Collaborate with underwriting and processing teams to expedite policy issuance whilemaintaining a high standard of accuracy.Keep clients informed about the status of their applications and provide timely updatesthroughout the issuance process.Customer Service:Serve as a primary point of contact for existing clients, addressing inquiries, concerns, andpolicy-related questions promptly and professionally.Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, andexplore opportunities for upselling or cross-selling.Collaborate with the customer service team to enhance overall customer experience and resolveissues in a timely manner.Relationship Building:Develop and maintain strong relationships with clients to foster long-term loyalty and retention.Attend networking

Job Title: CRM (Female Preferred)Location: GwaliorCompany: Jaetal Constructions Pvt. ltd.Type: Full-timeAbout Us:-At Jaetal Constructions Pvt. Ltd., we are committed to providing exceptional service and delivering top-notch residential properties to our clients. As a leading real estate company, we are seeking a highly skilled and motivated Female CRM Specialist to join our team. This role is crucial in ensuring the satisfaction of our existing clients and managing post-sales processes, including money recovery.Role Overview:-We are looking for a dynamic Female CRM Specialist aged between 30-35 years to manage and enhance the post-sales experience for our clients who have purchased flats from us. The ideal candidate will possess strong communication and negotiation skills, a proven track record in customer relationship management, and a keen ability to handle financial transactions and recoveries.Key Responsibilities:-Client Relationship Management: Build and maintain strong relationships with clients post-purchase, addressing any concerns or issues promptly and effectively.Post-Sales Support: Provide comprehensive support to clients after the sale, ensuring their needs are met and any issues are resolved promptly.Money Recovery: Manage the collection of outstanding payments from clients, including following up on overdue accounts and negotiating payment plans where necessary.Communication: Act as the primary point of contact for clients, facilitating clear and professional communication throughout the recovery process.Documentation and Reporting: Maintain accurate records of client interactions, transactions, and payment histories. Prepare regular reports on recovery status and client feedbackProblem Resolution: Handle and resolve any disputes or challenges related to post-sales and financial matters with a focus on customer satisfaction and company

Job Responsibilities:Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staff and clients. Ensuring all staff exercise good time management. Obeying agency regulations, guidelines, and policies, and ensuring staff does the same. Researching current industry/market trends and using knowledge for business improvement. Desired Candidate Profile:Experience: Mini. 2 + Year experience required Sales and Marketing of BFSI/InsuranceAge: 24-38 YearsQualification: Minimum graduation requiredOne with a pleasant personality, good communication skills, and a go-getter attitude

About Us:Mahashakti Finance Ltd is a leading financial services provider committed to helping individuals and businesses achieve their financial objectives. We offer a range of financial products tailored to meet the unique needs of our customers. As a Credit Officer, you will play a vital role in connecting with potential customers, understanding their financial needs, and assisting them in achieving their financial goals.Key Responsibilities:Outreach and AssessmentMake outbound calls to potential customers to discuss our financial products and services.Conduct thorough needs assessments to understand customers' financial goals and recommend suitable financial products.Gather and record essential customer information required for credit evaluation and loan applications.Provide guidance and assistance to customers in completing loan applications accurately.Credit EvaluationAssess the creditworthiness of loan applicants by reviewing financial documents, credit reports, and other relevant information.Make informed decisions regarding loan approvals, taking into consideration risk tolerance and company policies.Strictly adhere to sanctions regulations and company policies to maintain regulatory compliance throughout the loan approval process.Customer RelationsCultivate and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or concerns.Continuously monitor loan repayments, work with customers to ensure timely payments, and take appropriate actions for delinquent accounts.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead-based data

CLIENT RELATIONSHIP MANAGER: JOB DESCRIPTION Making sure all the leads of the clients after placing orders are met. Ensuring your existing clients are satisfied through after-sales service. Always ask them for true feedback. Servicing the client after receiving the order till the time of collection of payment. Resolve the queries and questions of all the clients. Give or support the participants/clients about company products or services. Acting as a point of contact for complaints and escalating issues to the concern. Understand client queries and solve them in any manner.Key skills for Client Relation Manager Polite disposition. Ability of rigorous follow-up. The ability to communicate confidently both through speaking and writing with colleagues and clients. Ability to understand the circumstances and act accordingly. Proactive. Thorough knowledge of products/services. Always available on calls.Qualification :- MBA Graduate Fresher English & Hindi (preferred) Schedule :- Day ShiftSalary : Remuneration for this post between 9k to 12k

Role Responsibilities StrategyBe responsible for developing sources of liquidity to create a profitable offering for the Asia Mumbai business.Be responsible for overnight trading for the Asia Credit Flow deskHelp deliver the strategic direction and performance of Credit Flow by working with Global Head, Flow Credit TradingBusinessAchieving assigned full year objectives as per annual P3 documentIncrease SCB's visibility by driving commercial, competitive pricing of credit trading for our clientsProcessesEnsure adherence to all internal and external regulations.To embed Operational Risk monitoring as an integral part of the business process. Towards this, to effectively carry out the assigned role, if any, under Compliance Risk Management and Operational Risk Management Assurance.Accountable for helping establish and maintain frameworks to ensure flow trading, especially Chinese assets, processes are efficient, appropriate and compliant with all internal and external regulations.People and TalentBuild a transparent and collaborative culture in which incentives are based on support of Client Income with specific performance metrics on the Bank's values.To work in partnership with Credit Flow teams across ASIA, LATAM and EMEA to ensure that the flow trading product is value additive for clients and the bankRisk ManagementMonitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk CommitteesGovernancePromote an environment where compliance with internal control functions and the external regulatory framework is a central priority of the businessRegulatory & Business ConductDisplay exemplary conduct and live by the Groups Values and Code of Conduct.

Industry - Banking SectorBank Name - State Bank Of IndiaPost - Business Relationship Executive (BRE)Qualification - Minimum 12th & Graduate With Good Communication Skill.Salary - 16k/- to 22k/- Per MonthGender - Male & Female Can ApplyAge Below - 18 to 30 Year OldLocation - All DelhiDuties & Responsibilities----They give clients personalized advice, build rapport and provide quick responses to their inquiries. Relationship Managers analyze the companies communication strategy, negotiations and contracts to identify trends that can improve organizational procedures.The role will be primarily responsible to drive & manage the execution of sales strategy and customer acquisition process in order to meet, exceed portfolio growth and cross sell targets.Note - Normal Charges ApplyOnly Serious Candidate Apply

Job Roles and Duties: Training and coaching financial advisors Understanding the needs and requirements of customers in the assigned region Presenting to the customer about the product and services offered by the organization Meeting the company expectations Taking feedback from the customers on a timely basis. Maintaining a healthy relationship with the customersCandidate Profile: Age: 24 to 38 Years Any Bachelor Degree 2 + year Experience in Sales and Marketing Best Communication & Convincing skillPerks and Benefits Fixed Salary + Incentive + On Roll Job + Performance Bonus + Other Benefits Role: Field Sales Executive Salary: 2,20,000 2,76,000 P.A. Functional Area Sales & Business Development

2-3 Years Experience in Manufacturing Proficient in Excel, MS Office, Google Sheets, Client relationship and coordination Should be sound in Communication as well as Hindi and English

We are looking for a Client Relationship Manager who can build long-term relationships with clients. A background in customer service and knowledge of will be preferred. His/ Her goal will not only be to safeguard the revenue for Stunning Dentistry but also retain our clientsSkills Required: -Experience as a Client Relations Manager or Relationship Manager-Track record of meeting and exceeding targets-Background in customer service knowledge is a plus-Experience in tracking relevant KPIs (eg. customer satisfaction)-Proficient in MS Office -Excellent communication and negotiation skills-Problem-solving aptitude-Ability to work well with a team

1. Develop and generate business2. Leads follow up & systematic closure3. Develop clear understanding of lending parameters and apply on field4. Conduct field visits for customer meetings, field investigations / other checks, relationshipdevelopment and market mapping5. Follow up / Ensure for credit approval from the concerned authority for files submitted6. Collections / Recovery from customers7. Ensuring complete documentation, stamping and formalities related to pre / postdisbursement8. Complete control of NPA and overdue cases and their overall reduction to minimal9. Abreast with the competitors strategies and market activities / preferences andrecommend future strategies10. Conducting various marketing initiatives in assigned area11. Customer service Attending to customer inquires / grievance on a timely basis

Graduation is must should have experience in banking sales (like loans, credit card sales etc.)Day shift job6 working days

* Urgent Requirement For HDFC Life Insurance**Designation : Relationship Manager* *MINIMUM 2 Years EXPERIENCE IN LOAN , INSURANCE, CREDIT CARD SELLING, CASA & BANK FIELD or any other Field sales**Location : Ahmedabad,Baroda,Surat,Godhra,Chota Udaipur,Dahod, Gandhinagar, Palanpur, Surendranagar,Patan, Valsad,Vapi, Navsari, Silvassa**Qualification:Graduation Can apply** SALARY : Upto 3.80 LPA(Depends on Location & Experience of Candidate)**Interested candidates share your CV to given number* *RUSHABH CHAVDA**8140839509*;

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.

Key Responsibilities:Handle incoming customer inquiries via calls, emails, or in-personProvide accurate information about products and servicesResolve customer complaints and issues efficiently and courteouslyMaintain detailed records of customer interactions and transactionsCross-sell and upsell products/services based on customer needsAssist customers with account updates, billing, and service requestsCollaborate with internal teams to address complex customer issuesFollow up with customers to ensure satisfaction and retentionMeet individual and team performance targets and KPIsEnsure compliance with company policies and regulatory requirements

Key Responsibilities:Establish and maintain partnerships with colleges and universitiesPlan and execute campus drives, seminars, workshops, and recruitment campaignsAct as the single point of contact for campus placement offices and career cellsPromote the companys brand and opportunities among students and facultyCollect student data, shortlist candidates, and coordinate interviewsTrack engagement metrics and drive improvements in outreach effectivenessProvide feedback to internal stakeholders on student performance and campus trendsOrganize employer branding events, guest lectures, and alumni engagementCollaborate with HR, marketing, and talent acquisition teams for seamless executionEnsure timely communication, reporting, and documentation of all campus activities

Key Responsibilities-Drive sales of credit life insurance through the direct channel.Build and maintain relationships with channel partners, customers, and field teams.Conduct regular field visits to onboard customers and generate leads.Ensure high customer satisfaction through post-sales service.Meet and exceed monthly sales targets.Conduct presentations and explain insurance product features to customers.Manage and resolve client queries or escalations.Maintain MIS and daily reporting of activities.

Profile - Credit Card Executive & Sales ExecutiveQualification - Minimum 12th & Graduation Experience - Minimum 1 YearSalary - 15000/- to 19000/- Per MonthGender - Male & Female Can ApplyLocation - DelhiDuties & Responsibilities----A credit card is a financial instrument issued by banks with a pre-set credit limit, helping you make cashless transactions. The card issuer determines the credit limit based on your credit score, credit history and your income.Credit cards offer you a line of credit that can be used to make purchases, balance transfers and/or cash advances and requiring that you pay back the loan amount in the future. When using a credit card, you will need to make at least the minimum payment every month by the due date on the balance.Note - Normal Charges Apply

Industry - Banking SectorProfile - Credit Card ProcessShift - Branch Relationship ExecutiveQualification - Minimum 12th & Graduate With Good English Communication Skill.Salary - 18000/- to 22000/- In Hand + PF + Esic + Incentive ( Salary Depend On Interview )Experience - Minimum 1 Year In Credit Card RequiredGender - Male & Female Can ApplyLocation - East Delhi, South Delhi, North Delhi, Central Delhi, Ghaziabad, NoidaDuties & Responsibilities-----A credit card is a financial instrument issued by banks with a pre-set credit limit, helping you make cashless transactions. The card issuer determines the credit limit based on your credit score, credit history and your income.Note - Charges ApplyOnly Serious Candidate Apply

Industry - Banking SectorBank Name - State Bank Of IndiaPost - Branch Relationship Executive, Credit CardQualification - Maximum 12th Pass With Good Communication Skills.Salary - 15 k/- to 21 k/- Per MonthGender - Male & Female Can ApplyAge Limited - Maximum 28 YearLocation - Delhi/ NCRDuties & Responsibilities------State Bank of India (SBI) is the country's largest commercial bank, in terms of assets, deposits, and employees. Owned by the Indian government, it offers a range of general banking services from loans and advances to corporate and individuals in India and abroad.Note - Charge Apply