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.
- Robust 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.

Work Location: In person

📌 Relationship Manager (Mumbai)
🏢 Pamsha
📍 Mumbai