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2.0 - 7.0 years
2 - 5 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
POSITION : Business Development Manager DEPARTMENT : Agency Sales Purpose of the Job: To plan and achieve business targets in the area productivity, new premium, persistency, agent activisation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy To promote productivity of the field force. To promote a customer centric culture among both staff and field force. Job Profile Key Responsibilities: Responsible for quality team development and playing important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activisation : To Manage productivity and activization of the Advisors within the team.. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Qualification / Experience: GRADUATE IN ANY FIELD Essential Knowledge / Skill Sets: Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment Right attitude & never say- die mind-set Achieving the given sales targets 3 Years Sales Experience is required Responsible for quality team development and playing important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activisation: To Manage productivity and activization of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Preferred candidate profile Graduate /Masters in business administration/ post- graduation in any stream. Communication in English, Hindi & other Regional Language (Local candidate will be preferred) Keen to work in a highly competitive environment. Right attitude & never say- die mind-set. Effective planning, time management and organizational skills Interested candidates can share resume on Rupali.bhatia@bajajallianz.co.in or 9653024789
Posted 1 month ago
1.0 - 4.0 years
3 - 6 Lacs
Mumbai, Pune, Delhi / NCR
Work from Office
Achieving business targets as laid down by acquiring new client relationships and maintaining them. Graduate in any discipline Identify target areas for prospective business Pre-screen customer segments as per the organization norms Ensure the number of log in along with disbursement Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements Execute sales promotion activities to build customer interest in the TCFSL brand Build strong client relationships both internally and externally and build a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels Ensure compliance to all Audit / RBI regulations. Location - Mumbai,Delhi / NCR,Pune,Bangalore,Hyderabad,Chennai
Posted 1 month ago
0.0 - 3.0 years
3 - 6 Lacs
Mumbai, Pune, Delhi / NCR
Work from Office
Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Location - mumbai,delhi,pune,bangalore,hyderabad,chennai
Posted 1 month ago
1.0 - 3.0 years
4 - 7 Lacs
Mumbai, Pune, Delhi / NCR
Work from Office
To drive sales and ensure business targets are achieved for their cluster. Sales Process Management 1. Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. 2. Retain and expand the company's base of customers for Retail Loan products so as to ensure repeat business or referrals 3. Maximize sales through a network of DSA / Direct Sales and by effectively managing connector and builder relationships to ensure strong business. 4. Facilitate the development of a robust business plan so as to improve the disbursal patterns 5. Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business Sales Planning and Team Management 1. Optimize team productivity by effectively leading the team of sales managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area 2. Align with the team on ground lead generation activities for Sales. 3. Lead and supervise the sales team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance 1. Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies 2. Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. 3. Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems. Graduate/Post Graduate in any field Location - mumbai,delhi,pune,bangalore,hyderabad,chennai
Posted 1 month ago
1.0 - 5.0 years
6 - 10 Lacs
Noida
Work from Office
About The Role JD for Supervisor Level-1 (M1/M2/M3) Sales Manager : 1. Lead & manage daily productivity levels of 7-10 FOS and achieve target business numbers like disbursement, PF collection, Insurance attachment, etc. 2. Develop a short-term and long-term strategy in tandem to achieve the business targets 3. Provide product trainings and refresher training to existing as well as new joining team members 4. Communicate clear instructions to team members & tender active reception to team member"s feedback on daily calling process, client visits, conversions, etc. 5. Lead, motivate, and hand-hold low performing team members to scale up to meet minimum benchmark productivity levels of >50 Lacs per seat per month 6. Data massaging and allocating data to FOS engaged in day-to-day Business in a strategic model 7. Hiring and Retention of FOS to maintain threshold seat occupancy level throughout the month8. Other dynamic KRAs would be added subsequently as per Business Requirements
Posted 1 month ago
1.0 - 5.0 years
6 - 10 Lacs
Mumbai
Work from Office
About The Role Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The "Loan Against Property (LAP)" Business vertical is the part of "Secured Assets" division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Job Role: Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate MBA Skills & Experience Minimum 2 years work experience in Home LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation
Posted 1 month ago
1.0 - 4.0 years
2 - 6 Lacs
Hyderabad
Work from Office
Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.
Posted 1 month ago
1.0 - 6.0 years
3 - 4 Lacs
Bhopal, Indore, Bengaluru
Work from Office
Role & responsibilities Job Title: Relationship Manager (Field Sales Executive)Location: Pan India Company: Policy bazaar Industry: Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Minimum 1 year of experience in field sales (insurance, credit card or loan sales will be Plus point) Strong communication and networking skills Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions Need-Based Selling: Ensure appropriate solutions through a structured selling model Upselling & Cross-Selling: Maximize revenue through existing customer base Post-Sales Service: Resolve queries and ensure timely policy issuance Customer Engagement: Maintain regular touchpoints and strong relationships with clients Collaboration: Coordinate with supervisors to plan and execute business strategies Sales Forecasting: Design and evaluate innovative sales strategies Database Management: Maintain and grow your customer database in your designated territory ISMS Compliance: Follow security protocols to safeguard customer and company data. Perks and Benefits: Unlimited Incentives Travel Allowance Medical Insurance Attractive Salary Package Join Policy Bazaar to grow your career in insurance sales with strong incentives and nationwide opportunities. Send your CV at priyankaprasad@policybazaar.com or Connect at 9220507161 .
Posted 1 month ago
1.0 - 5.0 years
6 - 10 Lacs
Bengaluru
Work from Office
About The Role Relationship Manager-Loan Against Property Business vertical is the part of "Secured Assets" division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Job Role: Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate MBA Skills & Experience Minimum 2 years work experience in Home LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation
Posted 1 month ago
8.0 - 16.0 years
13 - 18 Lacs
Raipur
Work from Office
Overview Recruiting Team members Manage sales goal achievement through team Training and developing Team on commission basis Promote & motivate Team Handling the advisers to work Negotiate/close Leads Candidate Profile : Qualification : Graduate Experience : Min 2 year of any Sales / Banking / Finance /Insurance sector Age criteria : 21 to 37 YEARS Tagged as: loan sales , b2c sales, bfsi sales, business development, cross selling, field sales, insurance sales Before applying for this position you need to submit your online resume . Click the button below to continue. Related Jobs Business Development Executive Sciative Solutions Pvt. Ltd. Anywhere Full Time 2023-12-20 field sales executive Cannot Disclose Bengaluru Full Time 2024-01-19 TELLECALLING EXECUTIVE panacorp software solutions nagercoil Full Time 2024-02-06
Posted 1 month ago
1.0 - 5.0 years
6 - 10 Lacs
Mumbai
Work from Office
About The Role Relationship Manager-Loan Against Property Reporting Relationships Location Manager The "Loan Against Property (LAP)" Business vertical is the part of "Secured Assets" division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Job Role: Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate MBA Skills & Experience Minimum 2 years work experience in Home LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Hyderabad, Coimbatore, Bengaluru
Work from Office
GREETING FROM NAYAJOBS CONSULTING PVT LTD !!!! HIRING FOR A BANKING PROCESS IN DUBAI ( UAE ) SALES OFFICER (CREDIT CARDS / PERSONAL LOANS/AUTOLOANS / TELECOM SALES ) WORK LOCATION : UAE DUBAI SALARY : Minimum 3000 - 4000 AED (Based on experience) + INCENTIVES INTERVIEW MODE ZOOM Interested candidates, please send your updated resume to below email id. mahalakshmi@nayajobs.com Call & Whatsapp: 93429 12598 Min 1-2 year banking experience / Telecom B2B Sales Good communication skill Passport mandatory Perks and benefits Employment visa Medical insurance salary + Incentive Please REFER YOUR FRIENDS, COLLEAGUES & JUNIOR for the same. We wishing you all the best.!!!!! Thanks & Regards, Maha Lakshmi SENIOR CONSULTANT Naya jobs Consulting Pvt Ltd, Chennai, Tamilnadu, India, Pin : 600 010. Web : www.nayajobs.com | mahalakshmi@nayajobs.com Call & Whatsapp: 93429 12598
Posted 1 month ago
1.0 - 5.0 years
2 - 2 Lacs
Ahmedabad
Work from Office
Responsibilities: * Manage loan portfolio * Meet sales targets * Maintain customer relationships * Process home loans * Collaborate with team on marketing strategies Health insurance Provident fund
Posted 1 month ago
0.0 - 2.0 years
2 - 2 Lacs
Bhavnagar, Ahmedabad, Vadodara
Work from Office
Functions: Mortgage Sales Designation: Sales Officer Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentation and information. Candidate Eligibility: 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred 3. The job requires extensive traveling so the candidate must be willing to travel within the city. 4. Candidate must have good communication skills.
Posted 1 month ago
0.0 - 2.0 years
2 - 3 Lacs
Bhavnagar, Ahmedabad, Vadodara
Work from Office
Functions: Mortgage Sales Designation: Sales Officer Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentation and information. Candidate Eligibility: 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred 3. The job requires extensive traveling so the candidate must be willing to travel within the city. 4. Candidate must have good communication skills.
Posted 1 month ago
0.0 - 5.0 years
1 - 2 Lacs
Junagadh, Ahmedabad, Surat
Work from Office
Desired Candidate Profile 0-5 years of experience in sales or related field (preferably in housing finance). Strong understanding of loan sales, mortgage sales, home loan sales, LAP (Loan Against Property), and other financial products. Excellent communication skills for effective relationship management with clients. Ability to work independently with minimal supervision while meeting deadlines.
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
New Delhi, Bhiwadi, Delhi / NCR
Work from Office
Desired Candidate Profile: Should have sales orientation Customer retention An immense interest in developing relationship with the customers Good communication skills and coordination skills Good convincing and negotiation skills Job Description: Ability to understand customers need, explain various products and convince them about the product offerings Should be able to manage overall responsibilities including customer expectations, identifying new business markets and recording customer requirements Resolving Customer issues and queries. Maintaining customer relationship and cross selling to existing customer. Candidate having minimum 1 year experience in Home Loan / LAP in open Market. LOCATION -Delhi-Rajendra Place & Rajasthan-Bhiwadi Please share your resume on abeer.seth@auhtm.in , Mobile Number - 9257044580
Posted 1 month ago
0.0 - 3.0 years
1 - 3 Lacs
Gurugram
Work from Office
Responsibilities: * Manage real estate leads through cold calling and telecalling. * Generate sales through property marketing and lead generation. * Close deals with clients in the miscellaneous industry.
Posted 1 month ago
1.0 - 5.0 years
5 - 8 Lacs
Mumbai
Work from Office
Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 1 month ago
1.0 - 5.0 years
6 - 10 Lacs
Chandigarh
Work from Office
About The Role Relationship Manager-Loan Against Property Reporting Relationships Location Manager The "Loan Against Property (LAP)" Business vertical is the part of "Secured Assets" division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Job Role: Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate MBA Skills & Experience Minimum 2 years work experience in Home LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation
Posted 1 month ago
0.0 - 5.0 years
1 - 3 Lacs
Pune
Work from Office
-Qualification :- 12th Pass -Hindi & Marathi -Immediate Joining. -Day Shift -Salary: 12,200 In Hand+ Unlimited Incentive -Freshers & experience both can apply. -Viman Nagar , Pune. Required Candidate profile -Qualification:- 12th Pass -To schedule your interview Call or send your CV through WhatsApp (number mentioned below) -Contact :- HR Priti:-8421382934
Posted 1 month ago
1.0 - 5.0 years
7 - 11 Lacs
Hyderabad
Work from Office
Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 1 month ago
2.0 - 5.0 years
5 - 8 Lacs
Mumbai
Work from Office
The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: Customer Relationship Management: Credit Assessment: Sales Target Achievement: Market Intelligence: Source new clients through market visits, channel partners, and referrals. Promote LAP and affordable home loan products in the assigned territory. Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Manage customer lifecycle from lead generation to loan disbursement. Handle client queries and ensure timely resolution. Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Conduct initial credit evaluation and financial analysis of customers. Ensure compliance with company"s risk policy and documentation standards. Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Achieve monthly and quarterly sales targets for LAP and affordable loans. Monitor performance and proactively take corrective actions to ensure goals are met. Keep abreast of market trends, competitor products, and pricing strategies. Provide feedback and insights to the product and marketing teams. Qualifications: Bachelor"s degree in Business Administration, Finance, or related field (MBA preferred) 2-5 years of experience in sales of LAP, home loans, or affordable housing loans Knowledge of local market and customer base Understanding of lending norms, credit assessment, and compliance Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting
Posted 1 month ago
1.0 - 5.0 years
7 - 11 Lacs
Chennai
Work from Office
Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 1 month ago
1.0 - 5.0 years
5 - 8 Lacs
Bengaluru
Work from Office
JD - Relationship Manager-Bharat Business The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: Source new clients through market visits, channel partners, and referrals. Promote LAP and affordable home loan products in the assigned territory. Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Customer Relationship Management: Manage customer lifecycle from lead generation to loan disbursement. Handle client queries and ensure timely resolution. Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Credit Assessment: Conduct initial credit evaluation and financial analysis of customers. Ensure compliance with company"s risk policy and documentation standards. Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Sales Target Achievement: Achieve monthly and quarterly sales targets for LAP and affordable loans. Monitor performance and proactively take corrective actions to ensure goals are met. Market Intelligence: Keep abreast of market trends, competitor products, and pricing strategies. Provide feedback and insights to the product and marketing teams. Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting
Posted 1 month ago
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