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The Senior Relationship Manager is responsible for sourcing loan leads, converting them into successful logins and disbursals, and achieving monthly business and revenue targets. The role involves handling customer relationships, conducting meetings, coordinating with banks/NBFCs, and ensuring smooth loan processing from application to disbursal. The candidate will manage and guide a team of Relationship Managers while focusing on sales growth, customer acquisition, cross-selling, insurance, and maintaining strong relationships with customers, business banking partners, and channel partners.
Key responsibilities include generating and managing leads, meeting daily calling and client meeting targets, updating CRM records, coordinating documentation, ensuring compliance with banking and organizational policies, and overseeing the end-to-end loan process including application verification, login, sanction, and disbursal. The role also requires increasing business from existing clients through cross-selling and maintaining high service standards.
The ideal candidate should possess excellent communication, listening, sales, negotiation, and relationship management skills, along with strong analytical ability, attention to detail, and basic mathematical and computer proficiency. A customer-centric approach, strong execution skills, initiative, integrity, compliance awareness, and the ability to explain financial products clearly are essential for success in this role.
Key deliverables include achieving business targets, ensuring minimum monthly billing performance, driving profitability, maintaining compliance standards, and delivering seamless financing solutions as per customer requirements.
- In Karnataka
Job Descriptions :
Candidate should have real estate background.
Should make 40 to 50 calls per day.
Good English and Hindi communications and presentable perfectly
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