Roles and Responsibilities

- Generate new business through leads, references, and market/customer interactions.
- Build and maintain strong relationships with existing and potential customers.
- Understand customer financial requirements and recommend suitable loan products.
- Coordinate with Credit, Operations, and other internal teams for smooth processing of loan applications.
- Collect and verify required customer documents as per company guidelines.
- Follow up with customers regarding pending documents, application status, and disbursement.
- Achieve assigned monthly business and disbursement targets.
- Maintain regular follow-ups with customers and ensure a positive customer experience.
- Identify current business opportunities and develop a strong customer network.
- Ensure proper adherence to company policies, processes, and compliance requirements.
- Maintain accurate customer and sales records and provide regular updates to the reporting manager.




- Support the team in achieving overall business and revenue targets.

Requirements
- Bachelor's degree in any discipline.
- 1-3 years of experience in NBFC, banking, financial services, loans, or sales.
- Good understanding of loan products and basic financial documentation.
- Strong communication and interpersonal skills.
- Target-oriented with good follow-up and negotiation skills.
- Ability to build and maintain customer relationships.
- Basic knowledge of MS Excel and other office applications.
- Ability to work independently as well as in a team.

Preferred Experience Candidates with experience in personal loans, salaried loans, consumer finance, retail lending, or other NBFC products will be preferred.

Interested candidate Please connect - (phone hidden)

📌 Relationship Manager (New Delhi)
🏢 Accord Security
📍 New Delhi