Job Summary**

The Relationship Manager - Secured Direct is responsible for managing and growing a portfolio of secured direct clients, building solid relationships, and ensuring their financial needs are met through tailored product offerings and exceptional service.

Job Responsibilities**

* Develop and maintain strong, lasting relationships with a portfolio of secured direct clients, acting as their primary point of contact.
* Proactively identify client financial needs and cross-sell appropriate secured direct products and services (e.g., mortgages, secured loans, asset-backed financing).
* Conduct thorough financial analysis and due diligence for new and existing clients to assess creditworthiness and identify suitable solutions.
* Prepare and present compelling proposals to clients, outlining product features, benefits, and terms.
* Negotiate terms and conditions of secured direct financial products in line with company policies and risk appetite.
* Monitor client accounts, ensuring timely repayments and adherence to agreed-upon terms.




* Collaborate with internal teams, including credit, legal, and operations, to ensure seamless client service and product delivery.
* Stay informed about market trends, competitor activities, and regulatory changes within the secured direct lending landscape.
* Achieve individual and team sales targets and contribute to the overall growth of the secured direct portfolio.
* Manage client expectations and resolve any issues or concerns promptly and professionally.

Job Qualifications**

* Bachelor's degree in Finance, Business Administration, Economics, or a related field.
* Minimum of 3-5 years of experience in relationship management, preferably within secured lending or direct sales to businesses/high-net-worth individuals.
* Proven track record of achieving sales targets and growing a client portfolio.
* Strong understanding of secured direct lending products, credit analysis, and risk management principl

📌 Relationship Manager (Warangal)
🏢 Creditsaison
📍 Warangal