Job Role- Relationship Manager Location - Surat Experience- 3 To 6 Years Must Have- Loan against property customer , Credit understanding , Market penetration , Chaneel Management ,CRM tools ,Digital sales platform.

Job Summary We are hiring a dynamic and target-oriented Sales RM for our NBFC. Candidates with experience in Loan Against Property (LAP) will be given preference. The ideal candidate will be responsible for sourcing new clients, promoting loan products (such as LAP, business loans, and term loans),and driving revenue growth through strong customer relationships and market insight.

Roles And Responsibilities

- Identify and acquire new customers through fi eld visits, referrals, and lead generation
- Promote and sell NBFC loan products, focusing on SME clients
- Understand client financial requirements and recommend suitable loan solutions.
- Manage end-to-end sales lifecycle: prospecting, pitching, documentation, and follow-up.
- Build and maintain long-term customer relationships.
- Collaborate with internal teams to ensure smooth processing and disbursal.
- Achieve assigned monthly and quarterly sales targets.
- Stay updated with market trends, competitor offerings, and regulatory guidelines

Key Focus Area





- LAP Sourcing Expertise -Proven ability to acquire high-ticket LAP customer
- LAP customer Credit Understanding - knowledge of financials and property documents.
- Customer Relations -Strong communication and negotiation skills.
- Market Penetration -Experience across metro and Tier 2 markets.
- Target Achievement -Consistently meets or exceeds sales targets.
- Channel Management -Strong DSA network and relationship-building skills.
- Compliance Focus -Knowledge of KYC, credit, and regulatory guidelines.
- Tech Proficiency -Comfortable with CRM tools and digital sales platforms Credit

Skills And Experience

- Bachelor’s degree required; Master’s degree in Business, Finance, Marketing, or a related field is preferred.
- 3 years of sales experience in NBFCs, banks, or financial services preferred.
- Solid understanding of loan products (especially LAP and business loans).
- Excellent communication, negotiation, and interpersonal skills.
- Goal-oriented, self-motivated, and proactive in client engagement.
- Proficiency in CRM tools and MS Office is required.

📌 Relationship manager (Surat)
🏢 YO IT CONSULTING
📍 Surat