Walk-in || Relationship Manager

Role & Responsibilities

• Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans, credit cards, fixed deposit, RD, LAP.
• Connect with pre-generated leads only (no lead generation involved)
• Understand customer requirements and recommend suitable loan products
• Explain loan features, eligibility, interest rates, documentation, and end-to-end process clearly
• Manage the complete loan sales cycle from customer interaction to loan disbursement
• Follow up with customers for documentation and application status
• Update and maintain accurate customer records in CRM systems
• Achieve assigned sales and conversion targets
• Ensure compliance with internal policies and regulatory guidelines
• Deliver a high-quality customer experience and build trust with customers

Preferred Candidate Profile

• 1-3 years of experience in telesales / inside sales with exposure to loan products
• Experience in Fintech / NBFC / Banking is mandatory or highly preferred
• Hands-on experience in Personal Loan, Business Loan, or Home Loan sales, credit cards, fixed deposit
• Strong communication skills with customer-handling confidence
• Hindi is mandatory; knowledge of any South Indian language (Telugu / Tamil / Kannada / Malayalam) is an added advantage
• Target-driven, disciplined, and comfortable working in a performance-oriented environment
• Familiarity with CRM tools and basic computer skills preferred