Job Description:

Job Description

Job Roles and Responsibilities

Relationship Manager /Senior Relationship Manager
Making stipulated minimum telephonic calls daily as target set by the Supervisor
Meeting minimum number of clients daily as target set by the Supervisor
Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.
Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates.
Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc.
Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly
Ensure timely disbursal of loan from leads received from Customers/RBAs
Ensure achievement of minimum 3X of billing of the cost month on month
Maintain relationships customers, business banking & Channel partners
Manage relationship with the customers by increasing business with existing clients and well as through Cross sell





Complete focus of Scheduling Meetings with Customers, with RupeeBoss Associates, Number of Logins, Cross Sell, Insurance, Number of Disbursal's on a daily basis.

Responsibility:
Excellent communication and listening skills
The ability to explain complex information clearly and simply
Valuable sales and negotiation skills
An interest in financial products and markets
Basic mathematical and computer skills
Plenty of drive, initiative and motivation
Honest and trustworthy in compliance
Attention to detail
The ability to analyze and research information

Deliverables:
Perform various financing activities as per the customer's requirement
Increase wallet share by cross-selling products to the customer
Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance

Competencies

Drive: Constantly raises the bar for self & team, has a robust exe

📌 Team Leader Kolkata (India)
🏢 RECEX
📍 India