Customer Service Manger
Job Description – Customer Relationship Manager (Loans)
- Position
- Senior Relationship Manager – Loans
- Company
- Finviyon Business Solutions Private Limited
- Location
- Kochi, Kerala
Role Summary
Finviyon Business Solutions Private Limited is looking for an experienced and performance-driven Senior Relationship Manager to lead loan sourcing and business development activities.
The ideal candidate should have strong experience in the loan industry, an established customer network, a good existing business portfolio (book size), and the ability to generate quality loan leads and convert them into successful disbursements.
Candidates with prior experience in banks, NBFCs, financial institutions or Loan DSA channels are strongly encouraged to apply.
Key Responsibilities
Source and develop business for Personal Loans, Home Loans, Loan Against Property (LAP), Business Loans and other loan products.
Leverage an existing customer base and professional network to generate consistent loan business.
Build and maintain strong relationships with customers, bankers, financial institutions and lending partners.
Manage the complete loan sourcing cycle, from initial customer interaction and eligibility assessment to documentation, approval and disbursement.
Identify new business opportunities through referrals, customer databases, professional contacts and market networking.
Develop and maintain relationships with banks, NBFCs and DSA partners.
Drive monthly sourcing and disbursement targets while maintaining business quality.
Ensure proper customer follow-ups, documentation, CRM updates and timely coordination with lending institutions.
Explore opportunities to expand the company's loan distribution network and customer portfolio.
Business Expectations
Demonstrated ability to generate quality loan business consistently.
A strong existing customer base and established professional network.
Good individual loan sourcing and disbursement track record.
Ability to handle high-value loan cases and develop referral-based business.
Ownership of monthly business targets and revenue generation.
Ability to contribute independently while supporting the company's overall business growth.
Compensation & Benefits
- Salary
- ₹18,000 – ₹30,000 per month, depending on experience and suitability.
Attractive performance-based incentives linked to business sourcing and disbursements.
Mobile allowance.
Personal Accident Insurance cover.
Opportunity to grow into a senior business development or team leadership role.
Exposure to multiple banking and NBFC lending partners.
Preferred Candidate Profile
Strong experience in loan sales, sourcing or relationship management.
Candidates from Banks, NBFCs, Financial Institutions and Loan DSA organisations are preferred.
Proven customer acquisition and loan disbursement track record.
An established customer database, referral network and good existing loan business book size will be a significant advantage.
Good understanding of Personal Loans, Home Loans, LAP and Business Loans.
Strong negotiation, communication and relationship management skills.
Ability to independently generate business and achieve targets.
Leadership potential and the ability to develop a team as business expands.
Candidates with a strong existing customer portfolio and proven loan business generation capabilities will be given preference.
- Call
- 9562396556 / 9633103999
Join Finviyon and be part of a growing financial services organisation with opportunities to build strong banking relationships and scale our loan, insurance business.
Benefits
Cell phone reimbursement
Flexible schedule
Health insurance
Internet reimbursement
Paid sick time
Paid time off
- Work Location
- Palarivattom, Kochi
- Pay
- ₹18,000.00 - ₹30,000.00 per month
Benefits
Cell phone reimbursement
Flexible schedule
Health insurance
Internet reimbursement
Paid sick time
Paid time off
Education
Higher Secondary(12th Pass) (Preferred)
- Work Location
- In person
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