Relationship Manager / Loan Sales Executive
We are looking for a Relationship Manager / Loan Sales Executive responsible for generating business through DSAs, channel partners, CAs, property consultants, builders and direct clients. The role involves sourcing various loan products, developing referral partnerships, managing client relationships and achieving business and revenue targets.
Key Responsibilities
Generate business through DSAs, Channel Partners, CAs, Property Consultants, Builders and Direct Clients.
Conduct regular visits to DSAs, clients, CA firms, market associations, industrial areas and business establishments.
Develop and maintain strong relationships with existing DSAs and referral partners.
Identify and onboard new DSAs, agents and referral associates.
Source Business Loans, MSME Loans, CC Limits, LAP, Home Loans, Project Finance and other loan proposals.
Explain loan products, eligibility criteria and applicable policies to clients.
Collect customer documents and ensure complete file submission.
Coordinate with Telecallers, Credit Team and Operations Team for smooth processing.
Follow up with customers for pending documents and requirements.
Maintain daily visit reports, DSA meeting reports and business pipeline MIS.
Achieve monthly business sourcing and revenue targets.
Attend training sessions and implement sales strategies.
Maintain professional relationships with Bank Managers and Branch Officials.
Represent the organisation in the market and promote its services.
Key Skills & Competencies
Loan Sales
Business Development
DSA Management
Channel Partner Management
Client Relationship Management
Customer Acquisition
Lead Generation
Business Loan / MSME Loan Sales
LAP & Home Loan Sales
Project Finance
Sales & Revenue Generation
Documentation & File Processing
Customer Follow-up
MIS Reporting
Market Visits
Relationship Building
Key Performance Indicators (KPI)
Performance will be measured based on
Number of DSA Visits
Number of New DSA Onboarding
Client Meetings Conducted
Files Logged In
Business Generated
Revenue Generated
Monthly Target Achievement
Education
Graduation – preferably in Finance, Banking, Commerce or a related field.
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