Relationship Manager - Nashik Freshers

Responsibilities

• 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

Industry

• Sales & Marketing / Business Development / Telecaller

Key Skills

• Customer Relationship
• Customer Service
• BFSI
• Interpersonal Skills
• HNI Acquisition
• Negotiation Skills
• Team Management Skills

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.