Relationship Manager

Key Tasks:

• To work as part of the team engaged in loan processing of applications received through channel partners.

• Own and manage end to end loan origination process from sourcing to disbursal.

• Understand client requirements, gather relevant information, and process the application. Keep client experience

paramount. Be prompt in connecting with the customer, be responsive during the processing of a case.

• Appraisal of loan application on various parameters. Ensure quality of business i.e. all credit parameters to be met while

loan processing.

• Work within the laid down framework and ensure 100% compliance. Coordinate with documentation executives for relevant

documentation and acknowledgement.

• The role involves regular coordination with Credit Risk, Quality check and Operations team in the journey of loan application

from sourcing to disbursal.

• Calling the customer and letting them understand the loan procedure from lead to disbursal

• Timely completion of tasks assigned for the day.

• Meet the TAT benchmarks on loan processing.

• Be an advisor to the client.

Great Fit:

• Fresher with excellent communication skills and from finance background (Masters in Finance/B. Com)

• 6 months to 1 year of experience from financial services (Banks/NBFC) in sales, managing the entire journey of the

customer from lead generation till disbursement.

• Hands-on selling services to customers.

• Maintain regular and reliable work attendance

• Excited to earn incentives.