1. Generating leads and identifying potential customers who may be interested in taking secured loans. 2. Meeting with potential customers, assessing their needs, and explaining the benefits and terms of the loans. 3. Data Entry of Customer Details on Application System. 4. Conducting credit checks and risk assessments of potential customers to determine their eligibility for secured loans. 5. Uploading mandatory KYC and documents for processing the loan in software. 6. Educating loan terms and conditions to customers. 7. Achieving monthly and annual sales targets by proactively seeking out new business opportunities and building and maintaining relationships with existing customers. 8. Providing excellent customer service by addressing any queries or complaints raised by customers promptly and professionally. 9. Timely Collections of Monthly Instalments as per schedule. 10. Meeting the customer on regular basis to build report Overall, the role Relationship Manager in a Secured Business role is crucial for generating revenue and increasing the portfolio of secured loans for the lending organization. They must possess good communication and interpersonal skills, be self-motivated, and have a good understanding of the lending industry and regulatory requirements.

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Relationship Manager