Relationship Manager
Description
Responsibilities:
- Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans.
- Connect with pre-generated leads only; no lead generation is involved.
- Understand customer requirements and recommend suitable loan products.
- Explain loan features, eligibility, interest rates, documentation, and the end-to-end process clearly.
- Manage the complete loan sales cycle from customer interaction to loan disbursement.
- Follow up with customers for documentation and application status.
- Update and maintain accurate customer records in CRM systems.
- Achieve assigned sales and conversion targets.
- Ensure compliance with internal policies and regulatory guidelines.
- Deliver a high-quality customer experience and build trust with customers.
Requirements:
- 1-3 years of experience in telesales or inside sales with exposure to loan products.
- Experience in Fintech, NBFC, or Banking is mandatory or highly preferred.
- Hands-on experience in Personal Loan, Business Loan, or Home Loan sales.
- Strong communication skills with confidence in customer handling. - Hindi is mandatory.
- Target-driven, disciplined, and comfortable working in a performance-oriented environment.
- Familiarity with CRM tools and basic computer skills preferred.
- Knowledge of any South Indian language such as Telugu, Tamil, Kannada, or Malayalam.