Relationship Manager

Job Roles and Responsibilities - Making stipulated minimum telephonic calls daily as target set by the Supervisor - Meeting minimum number of clients daily as target set by the Supervisor  - Daily update in CRM regarding daily planning, leads received, login, sanctioned, Disbursed.  - Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates. - Processing of loan applications, conducting due diligence, site visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc.   - Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly  - Ensure timely disbursal of loan from leads received from Customers/RBAs - Ensure achievement of minimum 3X of billing of the cost month on month  - Maintain relationships customers, business banking & Channel partners Manage relationship with the customers by increasing business with existing clients and well as through Cross sell - Complete focus of Scheduling Meetings with Customers, with RupeeBoss Associates, Number of Logins, Cross Sell, Insurance, Number of Disbursal's on a daily basis.       Responsibility: ·     Excellent communication and listening skills ·     The ability to explain complex information clearly and simply ·     Good sales and negotiation skills ·     An interest in financial products and markets ·     Basic mathematical and computer skills ·     Plenty of drive, initiative and motivation ·     Honest and trustworthy in compliance  ·     Attention to detail ·     The ability to analyze and research information Deliverables: ·     Perform various financing activities as per the customer's requirement ·     Increase wallet share by cross-selling products to the customer ·     Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance