Relationship Manager

Pipal Tree Online Pvt Ltd

MANDATE REQUIREMENT -

Experience - Minimum 2+ & More withsame field of Loans (Should be ready for field sales)

Location - Andheri(E) - Thane - Vashi

Job Roles and Responsibilities

1) Relationship Manager /Senior Relationship Manager

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 ofDisbursal'son 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

• Experience

  2 - 4 Years

• No. of Openings

  10

• Education

  B.Com, B.E, B.Ed, B.Sc, Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office