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.