U687 - Relationship Manager (Loan)

U687 - Relationship Manager (Loan)

14 Jul
Vishal Agarwal (Proprietor of E-Friend Solutions India)

14 Jul

Vishal Agarwal (Proprietor of E-Friend Solutions India)


Job Description

looking for seasoned Sales and Relationship Management professionals to be a part of a

dynamic, motivated and highly productive front line sales team. We promise a lively and fun work

environment with lots of opportunities to learn and grow.

The candidate would be required to identify Customers for taking loans

and achieve business targets for the company. 

The candidate will also be required to handle the

relationship with the client school even after the loan has been disbursed. Additional areas of

responsibilities would include verification of KYC documents and customer profile, preparation of loan

proposal documents, understanding and presenting basic credit profile and analysis of the customer,

supporting post approval documentation and processing, collection of overdue, understanding and

processing of reports and providing market intelligence information.

The ideal candidate would be a high achiever, expert in sales, having spent 2-3 years in sale of financial

services, excited about working with Loan, Mortgage, be fluent in English and Hindi and

well versed with the local geography of Indore.

Specific Responsibilities:

1) Visit schools and other educational institutions and achieve business targets of loans disbursed

2) Build a long lasting relationship with clients

3) Manage the entire loan documentation including mortgage/security creation

4) End use verification of loan

5) Cross-sell other products rolled out from time to time to the schools

6) Assist in collection of overdue payments and ensure that the portfolio remains high in quality 

Identify the potential clients from your assigned area, share our product offerings and create a business partnership with them.

Ensure strong relationship management (follow-ups/ product updates/setting up a meeting with seniors) with existing clients which will assist in recurring business and also getting more business references.

Design strategy (with the help of your reporting manager) to generate more prospective client partnership and successfully source small ticket clients

Ensure that maximum business references are converted into successful business opportunities

Update business in the daily, weekly and monthly sales plan which helps you to schedule your activities to meet the monthly mark of business.

Preferred Profile:

1) Experience: High performer with 2-3 years’ experience in Sales in Financial

Services/Education/MFI/Mortgages/SME loans / Used Auto Loans / CV Loans

2) Knowledge of English and local language; good communication skills

3) Working knowledge of computers and ability to maintain MIS

4) Graduate / Post Graduate (Science / Commerce) from a reputed institute

5) Basic knowledge of finance

6) Team player

The original job offer can be found in Kit Job:

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