Account / Relationship Management - Voice / Blended

Relationship Manager – Voice Process (Loan Products) Products: Supply Chain Finance, Export Finance, Commercial Vehicle Finance Role: Handle inbound/outbound calls to sell and service loan products for SMEs, exporters, and fleet owners. Manage the full cycle from lead conversion to disbursement and portfolio retention. Key Responsibilities Pitch and explain loan products (features, eligibility, pricing) over calls Convert leads into disbursed loans; cross-sell/upsell to existing clients Coordinate with credit/ops teams for documentation, KYC, and disbursement Handle client queries on repayment, status, and statements Meet monthly targets on disbursement volume and retention Maintain CRM accuracy and call quality/compliance standards Requirements Graduate (Finance/Commerce preferred); 1–4 years in BFSI voice/tele-sales Basic knowledge of trade finance & vehicle/asset finance Strong communication and target-driven mindset Want this as a downloadable Word doc?